Financial Advisors
· Charlottesville, VA
Published in partnership with Morris & Wells Wealth Management
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Morris & Wells is an independent, fee-only wealth management firm in Charlottesville founded on fiduciary principles since the 1980s. They specialize in comprehensive financial planning, investment management, and retirement strategies for individuals and families, with a focus on tax efficiency and coordinated estate planning. Their low-cost structure eliminates commissions and custodial fees, and they offer flexible solutions including 401k plan management and education savings planning.
Best for: Families seeking comprehensive wealth planning, Business owners managing 401k plans, High-net-worth individuals focused on tax efficiency and estate planning, Investors seeking fiduciary advice without commission conflicts
Service area: Charlottesville, Virginia and surrounding areas
Fee-Only Fiduciary Model Since 1980s: Morris & Wells adopted a fee-only compensation structure decades ago, eliminating commissions and custodial fees to align their interests fully with clients.
Comprehensive Family Planning: They integrate financial planning, investment management, tax strategy, estate planning coordination, and multi-generational wealth transfer into one cohesive strategy.
401k Plan Management Access: As a business owner or plan influencer, they can provide complete low-cost 401k solutions and manage plans across different custodian platforms via their technology partners.
Book online: Book Online Now →
Phone: (434) 977-7010
Address: 230 Court Square #102, Charlottesville, VA 22902 (Get directions)
Website: morrisandwells.com/