David Morgan (CDFA, CFP®, CPA)
David Morgan focuses in the
following client markets or areas of practice:
- Corporate Executives
- Divorce Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
- Corporate Executives
- Divorce Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
Planning Specialties
JMG is an employee-owned, fee-only, registered investment advisory firm, which allows us to make objective and independent decisions on behalf of our clients. We strive for positive, risk-adjusted returns that match each individual's financial goals, values and risk tolerances. We're focused on driving growth and creating value for our clients, while helping them develop plans that incorporate all facets of their financial portfolio.
Additional Information
David is a principal of JMG Financial Group, Ltd. He is also a member of the Investment Committee. David is a Certified Public Accountant, Certified Financial Planner professional, and Certified Divorce Financial Analyst. He holds a Bachelors of Arts in Economics from the University of Michigan.
NAPFA Start Date
November 19, 2009