This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · City National Bank · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Pathway harborMomentum
- Established Date
- 05-21-2015
- Office Locations
- 1
Office Locations
About Best Financial Life
Best Financial Life provides financial planning and investment management for tech professionals, with particular focus on integrating company stock into a broader financial plan. The firm emphasizes portfolio construction, diversification and ongoing investment maintenance, along with cash and retirement planning and trust/estate considerations. Client portfolios are primarily implemented with ETFs, and the firm highlights NAPFA and XY Planning Network affiliations plus CFP/CFA credentials.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSEPH WADE MORGAN
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member, PRINCIPAL
- CRD
- #4816078
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,800,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $36,800,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,414,367,731 | 47.1% |
| Cash | $1,588,536,157 | 52.9% |
| Total | $3,002,903,888 | 100.0% |