Morgan Ranstrom (CEPA, CFA, CFP®, RLP)

Planning Specialties

Growing up in a family business and spending the first ten years of my career working alongside my dad, I've experienced firsthand the delicate balance entrepreneurs face between business success and family well-being. This journey, including navigating a business exit and starting ventures of my own, shaped my approach to wealth management. Today, as a CFA® Charterholder, Certified Financial Planner®, and Certified Exit Planning Advisor™, I help entrepreneurs and legacy-focused families do wealth on purpose. We've built a comprehensive virtual family office that coordinates tax planning, investment management, and business advisory services – exactly the kind of integrated support I wish my father had had during his entrepreneurial journey.

Our specialties include: 

• Helping business owners and other successful families plan for legacy, growth, and retirement while navigating significant tax, investment, and estate planning complexities.
• I help you run every financial decision through a tax lens so we can minimize your lifetime tax bill.
• Entrepreneurs must strike a delicate balance between business success and family financial well-being. My experience growing up around and working in the family business has shaped my approach to entrepreneur-centric wealth management.
• Coordinating your family wealth plan with your retirement, business, and legacy goals