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About Morrison Wealth Advisors

Retirement is a major life shift. You deserve a plan that’s as thoughtful as your career.

At Morrison Wealth Advisors, we specialize in helping individuals and families age 50+ transition from saving to living off their wealth—with clarity, confidence, and a strategy that adapts with you.

We know this stage of life brings new questions:

  • When should I take Social Security?
  • How do I turn my nest egg into reliable income?
  • What if the markets dip right when I retire?
  • Am I missing something that could cost me later?
You’ve worked too hard to guess your way through these decisions. We’re here to simplify the complexity and walk with you through every step of retirement planning.
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Who We Serve

We work best with people who have been diligent savers, want to understand their options, and value having a long-term financial partner—not just a one-time plan.

Pre-retirees and recent retirees

navigating the income, tax, and healthcare decisions of retirement

Professionals age 50+

who have built meaningful savings and want to protect and maximize what they’ve earned

Couples and families

who want to retire on the same page, with a plan they both understand and trust

Why We’re Different

We’re not here to impress you with jargon.

We’re here to walk you through the decisions that matter—clearly, patiently, and strategically.

After 14 years at a national firm, our founder Nick Morrison started this practice to offer the kind of personalized, high-touch planning that’s often hard to find at large institutions. We take time to get to know our clients, understand what’s most important to them, and provide guidance that fits their real lives.

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Here’s what that looks like:
  • Clear retirement income strategies
  • Tax-smart planning to reduce surprises
  • Guidance around Social Security, Medicare, and estate considerations
  • Ongoing support as your needs evolve
This isn’t one-size-fits-all planning. It’s focused, personalized advice—rooted in trust.
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Our Philosophy

We believe retirement should be a season of purpose—not stress.

Our job is to help you align your financial decisions with the life you want, so you can move forward with clarity and confidence.

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Nicholas Morrison

CFP®, MBA - Founder, Wealth Advisor

Independent Advice. Institutional Support.

At Morrison Wealth Advisors, you get financial advice that’s proactive, responsive, and tailored to you. Behind the scenes, we partner with Csenge Advisory Group, a nationally recognized firm supporting independent advisors like us, across 17 states to bring added insight, resources, and confidence to your plan.
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John L. Csenge

CFP®, AIF®, CIMC - Founder & Managing Partner

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Eric J. Caisse

ABFPSM, CFA®, CMT® - Chief Investment Officer & Partner

Ready to talk?

Let’s start with a simple conversation. We’ll listen to your goals, answer your questions, and help you decide what’s next.
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John L. Csenge

CFP®, AIF®, CIMC

Founder & Managing Partner

As founder and Managing Director of Csenge Advisory Group, John brings more than 30 years of experience and personal success to the table, both in building relationships, and by helping people build wealth. Since 1979, he has aspired to be a trusted advisor to successful business owners, high-income individuals and affluent families. When he commits to taking on your asset management, he is committing to giving 150 percent. John’s calm yet intense dedication to the study and analysis of financial asset management, coupled with an emphasis on a standard for excellence, helps him focus on helping clients achieve their goals. Drawing on his decades of experience managing the unique needs and challenges of businesses and business owners, as well as his own experience building and running an independent registered investment advisory firm, John is a contributing author to the highly acclaimed book “Strictly Business Planning Strategies for Privately Owned Businesses” published in 2002. John is also an active member of the Institute for Certified Investment Management Consultants as well as an active Board Member and the 2007 President of the Tampa Bay chapter of the Financial Planning Association. John also serves on the Board of Trustees of the Diocese of St. Petersburg and the Board’s Investment Committee. When he’s not crunching numbers, you’re likely to find him catching waves on his surfboard.
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Eric J. Caisse

ABFPSM, CFA®, CMT®

Chief Investment Officer & Partner

Since 1997, Eric has been integral to driving the asset allocation techniques that help Csenge Advisory Group clients achieve their target returns with the least risk possible. He created and oversees our proprietary Fusion Analysis research process, leads our monthly investment committee meetings with our nationwide network of specialists, and handles our public speaking engagements.

Eric is originally from Connecticut where he is a graduate of The Taft School. He further continued his education at Vanderbilt University, earning a degree in Economics and graduating with honors. In addition to being a CFP® practitioner, CFA® charter holder, CMT charter holder and an Accredited Behavioral Finance ProfessionalSM (ABFPSM), Eric is an Investment Advisor Representative.

Eric serves as a Board Member of the Beat Childhood Cancer Foundation and is a Chapter Chair of the Market Technicians Association. His community involvement includes the University of Tampa Board of Fellows, Tampa Connection, Leadership Tampa Bay, the FBI Citizens Academy, and Vistage Florida.

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