A New Kind of Investment

peopleRelative strength investing can improve on the traditional investing approach

James Morgan Asset Management is not your typical investment firm. We are a fee only advisor, charging a percentage or hourly fee on assets under management, or flat or hourly fee for financial planning. This means you will never pay a commission, hidden or otherwise, on any investments.

James H. Morgan is a Certified Financial Plannerâ„¢ and an Investment Advisor Representative. That means he has a fiduciary duty to act in your best behalf.

We also have a proprietary and unique investment, planning and emotional support dog management approach that we believe may help clients maintain, grow and enjoy their assets.

read more

Portfolio Manager and Financial Planner

  • James Morgan
    Jim is a Certified Financial Plannerâ„¢ (http://www.cfp.net), and...