Morris Financial Concepts, Inc.
Morris Financial Concepts, Inc. is an independent, fee-only Registered Investment Adviser (RIA) based in Mount Pleasant, South Carolina, United States. Founded in 1983, the firm is among Charleston's oldest and largest independent RIAs, offering holistic wealth management and financial planning services. The team includes CERTIFIED FINANCIAL PLANNER™ professionals focusing on investment management, financial planning, tax strategy, estate planning, and legacy planning. Serving individuals, families, and small businesses, the firm emphasizes a fiduciary approach and personalized client advocacy.
Investment Strategy
Morris Financial Concepts applies a holistic, fiduciary-driven approach to investment management and financial planning, using academically-supported and diversified strategies. The firm customizes portfolios to client goals and risk tolerances, integrates tax considerations, and leverages tools such as real estate analysis, debt optimization, and education savings to support long-term wealth accumulation and asset protection. Their investment philosophy prioritizes client advocacy, long-term relationships, and evidence-based methods.
Top Holdings
Equity Positions (197)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 14.69% | $40.7M | 60,761 | $483.15 | $669.30 | +$3.3M |
S SCHX | SCHWAB STRATEGIC TR | 13.12% | $36.3M | 1,378,546 | $19.29 | $26.34 | +$3.9M |
I IEFA | ISHARES TR | 6.07% | $16.8M | 192,553 | $61.32 | $87.31 | +$779.2K |
I IJR | ISHARES TR | 5.22% | $14.5M | 121,618 | $110.23 | $118.83 | +$1.7M |
S SHY | ISHARES TR | 3.43% | $9.5M | 114,328 | $81.86 | $82.96 | +$670.8K |