Morgan Advisory Group
Morgan Advisory Group is an independent, boutique insurance advisory firm that specializes in working with affluent families, family offices, privately held businesses, and their advisors in the design, implementation and management of their life insurance portfolios. Our singular focus and core competency is the management of life insurance.
Family Office & Affluent Families
Our firm is dedicated to providing objective and effective advice in the implementation and management of life insurance to meet the unique needs our affluent and family office clients.
Closely Held & Family Business
We work closely with the owners, executives, shareholders and their advisors in order to insure that the unique business succession and liquidity issues that these enterprises face are identified and managed appropriately.
Executives & Public Company Shareholders
We help management and executives of companies to mitigate restricted stock liquidity issues and to provide executives with the income replacement and liquidity needed to meet their financial needs.
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 advisory 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. Independent, unbiased, objective advice is the cornerstone of our firm.
Our Commitment to Excellence
Many companies espouse excellence, but few are committed to reach its pinnacle. At Morgan Advisory Group, excellence is a never-ending climb to reach the top. For those like us who are passionate about planning, we build on today’s accomplishments while raising the bar for tomorrow’s achievements. Our uncompromising performance standards are founded on the principle that the search for excellence is on-going and is part of the exciting challenge to help clients increase, preserve, and transfer wealth, and enjoy their financial well-being.
There are many measurements for success, but how our clients feel about us is what really counts. We strive to continually enhance our client’s experience with unique products, process efficiency, and leading-edge technology.