• Welcome to Derse | Morgen Financial Advisors

    Derse | Morgen Financial Advisors is an independent financial services firm located in Lake Norman, NC. We advise individuals and families at all stages of life who want to simplify their financial lives and make smart decisions with their money. We also provide advice to business owners regarding retirement and succession planning, selling their business, and tax and estate planning.

    We look forward to learning about you and earning the opportunity to become your trusted financial partner. If you would like more information about our firm, please contact our Lake Norman Office at 704-897-0487. You can also email us at yourbestfuture@dersemorgen.com.

  • WhatWeDo

    Our services are provided to individuals who need the professional expertise commonly associated with large institutions, but require the responsiveness and personal attention of a "boutique" style wealth management firm.  

  • Contact_Us2

    Please Contact Us if you are interested in more information about becoming a client of our firm.    

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