Keep What Serves You—Let Go of the Rest

I started working with Nick almost two years ago when planning for retirement. Nick stands out above other financial advisors. He does not take a cookie cutter approach to wealth management, but listens to my concerns and goals, while always considering my risk tolerance, before laying out options for me to consider. I was pleased to be able to move my business to Morrison Wealth Advisors and I look forward to continuing to work with Nick as my distinctive and trusted advisor.

We have known Nick for awhile in which he managed our portfolio for many years. Although the large investment firm met most of our needs, it lack customization, it lack communication due to its scale, which led us looking for more boutique solution. When Nick started his own wealth management group, it was time to make a move. He is a great guy who cares about his clients, and he will spend the time needed to ensure your portfolio is managed properly. He has a great amount of experience and does well at talking through all decisions. I highly recommend.

We began working with Nick over 10 years ago. When we found out that he had opened Morrison Wealth Advisors, we transferred our accounts to him and his new business. The trust in him personally, as well as his sound financial advice, wisdom, knowledge and expertise, is invaluable to us. Nick offers the kind of “service” that is so rare these days – personal to each of his clients. We’re looking for many years of working together in the future!

We switched from other financial planners to Morrison Wealth Advisors because we were looking for more personalized care in making sure our investments better aligned with our goals and our needs, along with helping us navigate all the issues that go along with planning for our best retirement.

After years with a large financial institution, I moved my retirement portfolio to Morrison Wealth Advisors for a more personalized approach. As a retiree, my priorities are family, travel, and long-term financial security. I’ve known Nick for years and have always admired his integrity and sound judgment. He’s not only my advisor but also my son-in-law. I never moved my assets to his previous firm because, to me, one large financial institution seemed the same as another. But when he launched his firm, I felt confident consolidating my investments with him. Nick created a plan that fits my lifestyle and future goals. He has always provided quality advice with the utmost professionalism. Now, when I reach out for financial guidance, I truly feel like a valued client. I highly recommend Nick and Morrison Wealth Advisors to anyone seeking trusted, personalized financial guidance.