Morris Financial Concepts Inc

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Welcome to Morris Financial Concepts, Inc.

Your personal wealth consists of more than just your financial resources. It includes the core values that shape who you are today...and the life goals you set to define success for you and your family.
For many people, these fundamental components operate independently, spinning in separate orbits and rarely achieving their full potential. Our firm helps you identify and align your resources, values and goals in order to achieve an enriched life.
Located in Charleston, South Carolina, Morris Financial Concepts is a nationally recognized, fee-only financial planning firm. We do not accept commissions or compensation related to the products and services we recommend. Our counsel is based solely on what we believe is best for each client.
We serve a select group of dynamic, successful people who value our objective advice, our wealth management expertise and our time-tested investment strategies.

Our mission begins by using a well thought through process that engages individuals. Read more...
Keeping You on Track
Your customized financial plan is unique to your specific situation, goals and dreams. Read more...
Creating Your Personal Investment Strategy
Our investment approach is based on Nobel-prize winning Modern Portfolio Theory. Read more...

Our holistic approach examines your entire financial life. Read more...