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I want someone who listens to me. I want to feel secure in my retirement. I want someone I can trust. I want to dream big.

Welcome to Derse | Morgen Financial Advisors

Derse | Morgen Financial Advisors is an independent financial services firm located in Lake Norman and Charlotte, 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


By choice and design, we are an independent financial services firm located in the Charlotte, NC area. 

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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" financial services firm.  


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

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