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Morgan Advisory Group is an
independent, boutique insurance advisory firm that specializes in working with
high net worth families, privately held businesses, and their advisors, in the
design, implementation and management of wealth transfer, business succession
and executive benefit plans. Our team is dedicated to providing superior
service and planning solutions for the unique and sophisticated needs of our
clients and their advisors.
Our process involves assisting our clients and coordinating our efforts with
their advisor team. We develop an understanding of past experiences, current
needs and goals for the future. We analyze and recommend funding alternatives
that include corporate, partnership, individual and trust owned life insurance and
disability insurance.
Morgan advisory Group is affiliated with M Financial Group. The alliance
between Morgan Advisory Group & M Financial Group gives our clients and
their advisors the entrepreneurial and family environment of a financial
services boutique and the continuity and depth of a major financial
institution.
Independent, unbiased, objective advice is the cornerstone of our firm.
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Securities offered through M Holdings Securities, Inc.
A Registered Broker/Dealer, Member FINRA/SIPC
Morgan Advisory Group is independently owned and operated
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