Aaron Morris has partnered with families to enhance their understanding of many areas related to financial stability. Offering more than 20 years of solution-based experience, Aaron works to educate and elevate awareness concerning retirement, tax, college and major capital funding. He enjoys building new relationships with clients and he prioritizes financial planning and wealth preservation for those close to and already in retirement. He believes that putting his clients first and maintaining a high level of professionalism on their behalf is what makes clients eager to refer him to their family and friends.

As a fiduciary, Aaron has completed extensive training and trustee requirements. As a result, he understands the complexities of the changing financial climate and will always make recommendations that are in his client’s best interests.

Aaron lives with his family in Owings Mills, Maryland and enjoys hiking, reading, and debating with his son and daughters. He served in the Navy and holds an MBA from Loyola University in Baltimore.