Your financial goals are personal. Your journey to success should be too.
As an independent, fee-only financial planning firm, our Charleston financial planners are dedicated to providing personal, steadfast advocacy and academically-proven strategies to help you create a path toward achieving your financial goals.
The MFC Advantage
Local, Independent Firm
Since 1983, Morris Financial Concepts has operated as an independent financial planning firm located in the Charleston area. Today, we hold true to our standards of excellence set forth by Kyra Hollowell Morris.
Fiduciary &
Fee-Only
We commit to a fee-only financial planning structure, allowing us to remain objective and only advise the financial services you need. As Registered Investment Advisors, we are required to uphold fiduciary standards.
Certifications & Associations
Our Charleston financial planners believe our greatest asset is knowledge. We are passionate learners, always on the hunt to expand our understanding so we can be your greatest asset on your financial journey.
Our Services
Wealth Management
Retirement Planning
Legacy Planning
Education Funding & Charitable Giving
401k Planning
Tax Planning
Meet Our Team of Charleston Financial Planners
Our fee-only financial planning firm is composed of CERTIFIED FINANCIAL PLANNER™ professionals, investment analysts, tax professionals, administrators, and operations professionals — all dedicated to helping you realize, prioritize, and achieve your financial goals.
Our Process
1. Goal Discovery
We begin with a mutual interview to determine if Morris Financial Concepts is the fee-only financial planning firm for you. Just as we want to get to know you, we want you to get to know us.
2. Complimentary Initial Meeting
We use an in-person meeting to help us better get to know one another. We want to discover your financial goals and aspirations and we want you to understand our processes.
3. Financial Snapshot
As your Charleston financial planners, we will look at everything from your current personal priorities and financial resources to your future desires and financial aspirations.
4. Financial Independence & Investment Strategy
We use intentional techniques and analysis, paired with our academic investment strategy, to give you the peace of knowing you are well on track to financial independence — or already there.
5. Legacy Planning
We help you identify what sort of goodwill you want to pass down, plan for unforeseen events, and make sure you and your loved ones are protected and your future goals are on track.
6. Review & Plan of Action
We will review the personal financial plan we have created thus far, and plot out the course for the future. We're here to serve as your navigator, helping you steer toward your financial goals.
Let’s Get Started
Since 1983, Morris Financial Concepts has served the Lowcountry and beyond through our fee-only financial planning services. We love our neighbors and are happy to meet with you to discuss your needs and goals. When it comes to Charleston financial planners, the Lowcountry chooses MFC.