Our mission is to help you overcome the worries and concerns associated with the many financial and investment decisions you face each day. Our typical client seeks direction and advice that helps them strike a delicate balance between enjoying life today, while being well prepared for tomorrow. The clients that tend to benefit the most from working with us want a true independent advisor; a partner who can help them understand where they want to go and how to get there... Derse Morgen Financial Advisors helps individuals and families gain peace over their lives by helping them answer their most important questions and decisions. As an independent planning and investment firm we are not tied to any companies or their products, this way we can focus on what is in the best interest of our clients. Our goal is to simplify our client's financial lives and to help them make smart decisions with their money. Our mission is to help all people overcome the worries and uncertainty associated..