Stephan Morris
Portland, OR
Verified Identity
Stephan Morris
Years of Experience
9 years
Number of Clients
75
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
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
Disclosures and Proof of License
SEC Profile
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