Morgan Wealth Management Group is an independent wealth management firm based in Pennsylvania that focuses on providing personalized financial planning and investment strategies. Their stated mission is to help clients achieve their financial goals and live their best lives through a collaborative and client-centric approach. The firm offers a range of services including retirement planning, investment management, estate planning, and insurance solutions. They operate as an independent group, with their securities and advisory services offered through LPL Financial, a major registered investment advisor and broker-dealer.

Founded in

Australia