Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your situation. We understanding the challenges individuals and families face today.
From managing debt to planning for retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help manage your considerations and pursue your goals.
We believe in thinking “out of the box” and are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you.
Investment and financial planning services are offered by Barry D Morris through his affiliation with HD Vest Investment Services.
We create strategies tailored to your goals. Learn more about our Menu of Services.
Without conflicts of interest we put your needs first. Learn more about HD Vest Investment Services.
We enjoy building trusted relationships that span generations. The 8 Wealth Management Issues® brings focus to the journey.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstone of a successful financial plan.
The Process VestVision Intro