We try to measure what we value—but some of the most valuable things can’t be measured.
- Shaun
On a personal note, I’m married (2010) to Brittany and a proud father of two daughters, Kate (2016) and Belle (2019).
I live in Dallas, and I’ve always had a passion for learning, having studied philosophy for my undergraduate degree. I’m actively involved in the startup, angel, and venture investing community, and I consider myself a lifelong learner committed to growth—both personally and professionally.
MEET THE OWNER
I’m Shaun Morgan, and I’m passionate about improving the wealth management industry. Over the course of my career, I’ve had the opportunity to wear many hats—from licensed banker to wholesaler and recruiter for an RIA platform. This diverse experience has provided me with a unique perspective into the professional lives of thousands of financial advisors and the infrastructure of the firms they work for.
Through these roles, I’ve gained deep insights into how the economics of different firms work and the nuances of their technology and service culture. What I’ve learned is that many advisors find themselves at firms that just aren’t the right fit for their practices. I believe that by fostering transparent and fair competition among firms that strive to better serve advisors, we can sharpen the industry and, ultimately, better serve the end investors.
I also believe that every advisor and their team is unique, with distinct professional gifts and competencies that shape their needs from a support firm. That’s why I focus on matching advisors with firms that will truly support their vision and enable them to flourish.