Stop Guessing. Start Planning Your Retirement With Clarity and Confidence

You don’t have to figure this out alone. Let’s create a personalized financial plan that actually works for you.

15+ YEARS
Advisor Experience

EXPERT TEAM
CFP^® & CFA professionals

1,000+ FAMILIES
Guided Through Retirement

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?
How do I avoid paying more in taxes than I have to?

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.

Reviews From Our Clients

Thoughtful, Patient, and Strategic Guidance

I've had a wonderful experience working with Nick. From the very beginning, he has demonstrated an exceptional ability to truly listen-to my goals, questions, and concerns. He takes the time to explain financial concepts clearly and thoughtfully, making the process educational, approachable, and never overwhelming. What stands out most is his patience and forward-thinking approach. He doesn't rush decisions and consistently helps me think not only about where I am today, but where I want to be long-term. He brings a calm, strategic perspective and ensures each step aligns with both my values and future plans.

PCB

Client as of Jan 16, 2026 | Reviewer received no compensation for this review.

A Distinctive and Trusted Advisor

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 | look forward to continuing to work with Nick as my distinctive and trusted advisor.

Sharon Bass

Client as of Jul 21, 2025 | Reviewer received no compensation for this review.

A wealth management solution that can be custom.

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.

William Delfino

Client as of Jul 10, 2025 | Reviewer received no compensation for this review.

Invaluable Expertise

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!

P. Brackins

Client as of Jul 8, 2025 | Reviewer received no compensation for this review.

Take the First Step Towards a Brighter Financial Future with MORRISON Wealth Advisors.

FREQUENTLY ASKED QUESTIONS

It’s Not Just About Numbers. It’s About Clarity.

We work with individuals and families who want to feel more confident, more informed, and more prepared for retirement. With deep experience, a steady hand, and a process that puts you first, we’re here to help you make decisions you can feel good about.

Am I a good fit?

We focus on helping retirement investors who are within ten years of retirement (or already retired) figure out when they can retire, how to turn savings into reliable income, invest their savings wisely, avoid paying more taxes than necessary, and plan for what happens to their wealth when they’re gone.

Do I need to prepare for the introductory call?

It helps to come with a general sense of your situation, including rough numbers on savings, income, and what you’re hoping retirement looks like. That gives us something to talk through and helps you ask the questions most useful to you. What you don’t need is the paperwork: account statements, tax returns, and the like aren’t necessary at this stage. Once it’s clear we’re a good fit, that’s when we’ll dig into those specifics together.

Do you charge for the introductory Call?

No, we do not charge for the Introductory Call. We use it as an opportunity to see if we’re a good fit. Does our expertise match the help you’re looking for? We only charge once you agree to move forward as a client.

We typically charge a percentage of the account value we manage for you, commonly referred to as assets under management (AUM), and we’ll clearly explain our fee structure during the Introductory Call before you make any commitment. We also offer plans for a one-time fee for clients who want retirement advice but aren’t ready for an ongoing relationship.

Do you only work with clients in Raleigh, North Carolina?

We work with families all over the United States. Leveraging today’s technology, we’ve found effective ways to work around the need for in-person meetings. Although we can and will travel in certain scenarios.

Schedule Your 30-Min Call

Let’s answer your questions, address your concerns, and see whether we’re the right fit for retirement without worries.