About DERSE MORGEN Financial Advisors

Financial Planner and Financial Advisor Offering Financial Planning and Investment Advisory Services Lake Norman, NC

Derse Morgen Financial Advisors is an independent, financial planning firm, financial advisor who offers investment advisory services located in Lake Norman, NC. We advise individuals and families who seek to simplify their financial life and make smart decisions with their money by partnering with an experienced-independent financial advisor. We also provide advice to businesses and business owners regarding retirement planning, business retirement and succession planning, as well as tax and estate planning.

Our distinct wealth management process focuses entirely on you and is structured to provide financial clarity, insight, and the specific information and direction needed for you to make confident financial decisions.We provide specific unbiased advice that goes beyond simply investment advice to address your overall financial needs. When you work with a Derse Morgen advisor you are establishing a relationship and partnership with a professional who has the expertise and experience you would expect from a trusted advisor. Our services are designed to help protect, grow, and bequeath our clients’ wealth and to provide an extraordinary level of personalized service. Derse Morgen provides advisory services on a fee-basis. As an independent firm we are not affiliated with, nor do we represent, individual financial companies or their products.

As your personal financial advisor, we begin by discussing what is most important to you and the things you care most about. We’ll ask you to share with us not only your financial planning goals, such as retirement planning, investment planning, estate planning, or planning for dreams and major purchases, but we’ll seek to understand your goals in the context of your relationships and family, your values, and interests. Next, after gathering the necessary data to comprehend your current financial situation, we create a clear and concise road map to help you make well-informed financial decisions including the step-by-step advice of what you need to do to get there. We then implement a comprehensive investment plan and establish regular reviews to stay on track.

As an independent financial advisor and Investment Advisor Representative, we have a legal fiduciary responsibility to provide financial planning and investment advice that serves our client’s interests before our own. We are not constrained to specific financial companies or products like many affiliated financial advisors and planners. When you choose to work with Derse Morgen, you can be confident you’ll receive objective advice and recommendations designed to meet your individual needs. Because we believe in 100% transparency, including how we’re compensated, we will discuss upfront with you how and how much we will be compensated for the services we provide for you.

We look forward to learning about you and earning the opportunity to become your trusted independent financial planner, wealth management advisor, and financial advisor.

Should you have any questions, or would like more information about our firm, please contact us at either our Charlotte Office -704.887.5285 or Lake Norman Office - 704.897.0487 or via email at yourbestfuture@dersemorgen.com.