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MEMBER PROFILE

 

J Brian Morgan

TAELOS Financial Partners

 

Member profile details

Membership level
Triangle
First name
J Brian
Last name
Morgan
Title
Founder & Managing Partner
Company
TAELOS Financial Partners
XPX Chapter Email Lists
  • Triangle News & Events
 

CONTACT INFORMATION

City
Apex
State
North Carolina
 

PROFILE INFORMATION

Call me when
To see where your business and personal financial vision comes together in order gain absolute clarity and achieve your greatest purpose.
Profession
  • Consultant
  • Valuation
  • Wealth Manager
Functional Expertise
  • Business growth
  • Business management
  • Employee benefits
  • Entrepreneurship
  • Estate planning
  • Family business
  • Fiduciary
  • Finance
  • Investments
  • Leadership Development
  • Retirement
  • Risk management
  • Tax
Client Industry(ies)
  • Financial Services
Professional Certification(s)
Certified Exit Planning Advisor (CEPA), Accredited Investment Fiduciary (AIF)
Transition Planning Certification or Methodology
Value Acceleration Methodology (EPI), Exit Planning Coaching (ExitMap)
In Business Since
2022 (owner), Served in profession since 2017
Website
taelosfinancial.com
LinkedIn profile link
linkedin.com/in/jbrianmorgan
Business Focus
The intersection of a business owner's financial planning, wealth management, and execution of objectives through growth, succession, and future opportunity.
Client Results
Clients gain clarity through alignment and accountability so they can focus with confidence on building their vision.
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