From the beginning, Derse | Morgen was created to provide a unique financial advisory
experience. Our core belief is that clients come to us for objective advice
they can trust, and a relationship they can rely on, not just to buy financial
products. Our mission is to enhance and simplify our clients’ lives by providing
the very best in financial and investment planning advice and by placing our
client’s interests first and serving as their advocate.
to establishing Derse | Morgen, we were clients of financial advisors. During
this time, we observed many glaring problems and potential conflicts of
interest within the financial services industry - including the emphasis on
selling financial products, a lack of comprehensive financial planning advice, and
virtually no disclosure of how our advisors were getting compensated. We became
determined to create a company based on a very simple idea: provide what the
client wants, not what the company wants, and focus more on providing
comprehensive advice and less on financial companies and selling their
products. This has allowed us to combine many of the best practices and most
prudent financial planning principles available into a simple and comprehensive
wealth management process - a process that offers clients a different way of
managing their wealth and achieving their financial objectives.
Although this approach may be "the road less traveled," we feel it's the right way to effectively serve our clients. We invite you to learn more about how we can guide you toward your financial planning goals and aspirations.