Stephan Morris

Portland, OR

Verified Identity

Stephan Morris

Years of Experience

9 years

Number of Clients

Average Client Size

$300,000

Member Since

2023

Allow Me to Introduce Myself

I help my clients feel confident they are on track for their goals while living a happy, balanced life. We focus on their overall wealth, which we define as not just their money but their time & energy. We help people who work in the medical field balance the stress of their career with finding wa...

Clientele

Doctors

Healthcare Workers

Nurses

Inheritors

Services Provided

Investment Management

Insurance

Financial Planning

Retirement Planning

Specialties and Expertise

Retirement Income

Socially Responsible...

Debt Management

Tax Minimization Inv...

High Net Worth Planning

Portfolio Construction

Credentials and Designations

CFP®

Certified Financial Planner™

Click to learn more

Pricing Models

AUM

Education

Lewis & Clark College

M.A.

Obtained in 2010

Hamilton College

BA Political Science

Obtained in 2006

Previous Work Experience

Planning With Steve

Financial Planner

2015 - Present

Advisor Links

𝕏

Advisor Website

Disclosures and Proof of License

SEC Profile

AdvisorFinder Disclosure

AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.