Meet The Team

About me

Noah Morgan

CERTIFIED FINANCIAL PLANNER™

Contact Noah

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(810) 373-6509

Noah Morgan, MBA, CFP®

Noah is a Certified Financial Planner who specializes in working with Individuals and Families who are looking to achieve Financial Independence. He is looking to provide a dynamic new approach to the way people think about savings, retirement, and blueprinting life goals.

Noah’s functions include portfolio analysis, building and customizing client portfolios, recommending financial solutions to meet client needs and providing cash-flow analysis. He also works with senior leadership in developing strategies and solutions to improve overall client experience.

Noah graduated with a Bachelor’s degree from Wayne State University in Detroit in 2007. After graduating he began working for JPMorgan Chase. He obtained an MBA in Finance from the University of Michigan in 2010.

In His Own Words

“I enjoy working with successful people. Whether the goal is accumulating more, keeping what they have, or leaving a legacy for their family, every person possesses unique goals. My job is rewarding because I'm able to help people accomplish those goals and enjoy everything they've worked for.”

Noah volunteers with Rotary International and Whaley Children's Center. In his free time, he enjoys fishing around the world, CrossFit, and spending time with his wife, Danielle, and family.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
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Contact

  • Phone:
    (810) 953-4444
  • Fax:
    (810) 953-4400
  • E-Mail:
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