Hi, I’m Mark Morgan, CFP®, CPFA®
The healthiest version of your life
includes a healthy financial plan.
Some financial advisors hand you a generic plan and call it a day. Mark Morgan isn't that advisor.
Mark works with business owners, executives, and tech professionals who have built something real — and want to make sure it lasts. His focus is reducing taxes, building generational wealth, and creating a financial plan that actually reflects how you live and what you're working toward.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Plan Fiduciary Advisor (CPFA®), Mark brings both the technical depth and the fiduciary commitment to always put client interests first. His planning work spans retirement and estate planning, cash-flow strategy, tax planning, college planning, and insurance — woven together into one cohesive strategy, not a series of products.
"Financial wellness isn't just about growing your money. It's about building a life where money works for you, not the other way around."
— Mark A. Morgan Jr., CFP®, CPFA®
Mark is affiliated with Private Advisor Group, Barron's #4 top-ranked RIA managing over $40 billion in assets, meaning his clients benefit from the resources of one of the country's most respected advisory firms — without sacrificing the personal, high-touch service of an independent advisor. PAG features an extensive team of compliance professionals to ensure adherence to fiduciary obligations, and leading technology providers that offer financial planning software, market insights, practice management support, and tools to ensure truly differentiated, white-glove service. In addition, practice protection, business continuity, and succession agreements are in-place for uninterrupted service for my team to continue helping your heirs.
He holds FINRA Series 7 and 66 registrations through LPL Financial, along with life, accident, and health insurance licenses.
Mark graduated magna cum laude with a double B.S. in Finance and Information Technology Management from the Stillman School of Business at Seton Hall University — a background that shapes how he thinks: analytically, systematically, and always with the full picture in mind.
Outside the office
Mark lives in Middletown, NJ with his wife and daughter.
The person behind the portfolio
Car Enthusiast
Spanish Speaker
Traveler
Home Chef
Outdoorsy
Runner
Investment advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC.