Terry Morton Wealth Advisors is an independent, fee-only wealth management firm based in Austin, Texas. As a Registered Investment Advisor (RIA), the company operates under a fiduciary duty, legally obligated to act in their clients' best interests. They specialize in providing comprehensive financial planning services, including investment management, retirement planning, tax strategies, and estate planning, primarily for individuals, families, and business owners. Their stated mission is to help clients make smart financial decisions to reduce stress and enjoy life more.

Founded in

United States