Mor Wealth Management is an independent financial advisory firm that provides comprehensive, client-focused financial planning and investment management services. Founded by Morris "Mor" Amitay, the firm emphasizes building long-term, trusted relationships to help clients navigate their financial lives. They operate in affiliation with LPL Financial, which provides them with back-office support and a wide range of investment products while allowing them to maintain their independence in client advisement. Their core services include retirement planning, investment management, estate planning, and overall wealth management strategies tailored to individual client needs.

Founded in

United States