About Us
What We Do
Forging a
Path Together
After spending over 25 years working for the big Wall street firms, we created our independent advisory firm, Morrow Wealth Advisory Group in 2018. The plan was to create a firm that is centered on the diverse needs of our clients. We are fiduciaries, meaning we are fee-only planners. We don’t sell products. We work collaboratively with our clients to create solutions.
Dave Morrow
Founder, Owner
Hi, I am Dave Morrow. Thank you for stopping to check out our website. Here is a little about me and our firm.
For over 30 years, I have helped hundreds of people define, strategize, and work toward their financial goals. Most of the clients we have served have been pre-retirees and retirees from the various petrochemical plants across Southeast Texas. During our time working with retirees, I have learned that retirement is not only a financial process, but also an emotional one. For most of our clients, retirement is bitter sweet. The hustle and bustle of their daily career is over, which for many, is a relief. However, many miss the friendships and camaraderie of co-workers that have been developed over many years. I have learned that retirement can take an emotional and psychological toll on some people. As a result, we recently launched our retirement life coaching program to help our clients through the emotional aspects of retirement.