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Clients have a wide range of ever-changing needs as they maneuver through our complex financial services world. Our approach is to work together with you to develop a strategy to achieve your financial goals using the most effective and efficient methods available.

We have found that a team approach is the most effective method to help clients with all of their financial concerns. So we have put together a core team of experienced professionals and partnered with outstanding specialists to offer comprehensive financial guidance.

Every client is unique, and no one strategy fits everyone. Every client receives the undivided attention of our team—from planning to execution and follow-up. Recognizing that everyone encounters challenges as we progress along life’s journey, we strive to anticipate those road-bumps so we are prepared with the best response when they occur. Our goal is to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to discover and benefit from our individualized services. Please visit our website or call for your complimentary consultation. We look forward to serving you on the journey of financial stability to achieve dreams.

In a complex world, having the right team at your service is critical. Morgan Financial Group has partnered with experts to assist you in achieving your goals and here to meet our Strategic Partners.


J. Edward Slonaker, CFP®, LUTCF℠, founder and CEO of Morgan Financial Group, LLC, has dedicated over thirty years to helping his clients make wise decisions regarding their finances and retirement.Ed is passionate about providing the...

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Missy creates and nurtures long-term relationships with our clients to ensure they have a positive experience with Morgan Financial Group and are fulfilled with our services.  Her responsibilities include building relationships...

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Matt has served well over a decade in the financial services industry specializing in wealth management, federal employees, medical professionals, retirement planning and estate planning. He is a Registered Investment Advisor and holds...

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Rita Swift

Director of First Impressions

Rita serves as Director of First Impressions for Morgan Financial Group. She ensures that everyone who walks through our door has a positive experience and is the first point of contact for our clients. Responsibilities include...

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