Julian B. Morris, CFP®, ChFC®, AAMS®, CRPC®, CFS®
Principal and Founder - Concierge Wealth Management
Hi, I'm JB, Founder and Principal of Concierge Wealth Management 👋. Using the experience and skills accrued as a financial professional over two decades, I help guide clients at many different stages of the investment and financial planning process.
My first job working in financial services was an internship with Smith Barney during the summer of 2000. That summer internship stoked my passion for financial services and prompted my further study of financial planning at The University of Wisconsin – Madison (Class of 2003). I earned his B.S. in Consumer Science with a Personal Finance concentration. My curriculum was accredited by the Certified Financial Planner Board of Standards, Inc. (CFP® Board) and would ultimately allow me to qualify for the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2010.
Since 2004, I have been helping high earning individuals, families and business owners seeking comprehensive financial solutions and personalized asset management strategies. Prior to founding Concierge Wealth Management, I held the titles of Franchise Owner and Senior Financial Advisor at American Express Financial Advisors (Now Ameriprise Financial).
My focus is working with the next generation of high earning young professionals. If you are reading this you are likely about age 30-45, goal oriented, and looking for a partner to help you move forward. You want solutions to your problems, not to be sold proprietary products. You want your advisor to be your guide and serve as a coach.
Working with the next generation of high earning young professionals, has helped me identify unique needs that Gen X, Ben Y and Gen Z have such as:
- Financial Planning that focus on your dreams, wants, wishes and ambitions
- Stock Option Planning
- Consolidating assets across multiple accounts and firms
- Combining finances with a spouse or partner
- Starting Families
- Buying Property
- Managing the impact of Taxes on investments
- Protecting the assets you have worked so hard to accumulate
- Technology so you can reach me via email, text, phone, app or video anywhere in the world
- Coordinating with your existing financial team, such as tax planners and lawyers to reduce friction
- ...And More!
I am passionate about educating my clients as well as those who present themselves as financial advisors about the enormous differences between investment advice and integrated financial planning. I have been a featured speaker on calls with my broker-dealer, LPL Financial.
Frequently, you can listen to me on podcasts or read news articles where I am sharing knowledge. If you connect with me on LinkedIn, I frequently post "financial doodles" where I simplify complex financial topics in the form of drawings. Communication, education, and trust are the cornerstones of a good relationship. Working together to have an actionable, financial plan is the most important step toward a solid financial future.
I married my wife and best friend, Ariana in the Fall of 2012. After over ten years of living in Boston’s hip and diverse South End historic neighborhood, we relocated to the suburbs to start a family. Currently, we reside in Needham with our daughters, Jocelyn and Addison, along with our "sons" - Goldendoodle, Badger, and Bernedoodle, Booker.
Every day, I reserve an hour to do a CrossFit workout. It's important that I stay physically and mentally active to be at my best to help you. The Celtics are my favorite Boston sports team, and I am lucky enough to be celebrated over 10 years as a Season Ticket Member., You can also find me rooting for Red Sox, Patriots, and Wisconsin Badgers. Other than spending time with my family, some things I enjoy are fine dining, live music, golf, fishing, collecting art, and being active in many philanthropic organizations.