Nick Morrison, MBA, CFP®
Personalized retirement planning for people 50 and over
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Serving Clients Nationwide
Personalized retirement planning for people 50 and over
Areas of Focus
- Alternative Investments
- Compensation Planning
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- High Net Worth
- Inherited Wealth
- Investment Management
- Loss of Spouse or Partner
- Retirement Planning
- Retiring Early (F.I.R.E)
- Social Security
- Taxes
About Nick Morrison, MBA, CFP®
Hi, I'm Nick Morrison. After 14 years helping families grow and protect their wealth, I founded Morrison Wealth Advisors to focus on serving retirement savers age 50 and over.Previously, I held several roles at Fidelity Investments, where I helped over 1,000 families transition into retirement with confidence. At the time of my departure, I was the lead advisor on approximately $1.4 billion in investable assets.
Working at a large and well-respected institution gave me the opportunity to learn from industry experts and support clients across a wide range of scenarios. Over time, I came to realize my greatest impact came from helping people turn a lifetime of work into a confident retirement.
I made the decision to start Morrison Wealth Advisors to offer the kind of personalized, in-depth planning that’s often difficult to provide within a larger firm.
I grew up in Holly Springs and now live in Raleigh with my wife, our two boys, and a baby girl on the way. Outside the office, you’ll find me on the golf course, traveling, cheering on my kids at their games, or rooting for the Carolina Hurricanes.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
Primary Location
4242 Six Forks Rd, Suite 1550, Raleigh, NC 27609
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory conversation. This casual 20-minute call is a chance for us to get to know each other. You can share why you decided to reach out. We will briefly explain how we work with clients and answer any questions you may have. From there, we can both decide if it makes sense to continue the conversation. There will be no hard sell, just a thoughtful discussion to see if we’re a good match.Offers Investment Management
Yes
About Morrison Wealth Advisors
Morrison Wealth Advisors helps clients 50+ retire with confidence through smart investing, tax efficiency, and personalized planning. We simplify retirement by focusing on fewer households and leveraging modern technology.Why Morrison Wealth Advisors
We specialize in working with retirement savers age 50 and over so you only retire once. This stage of life comes with important decisions, and we’ve built our expertise over 14 years, around helping people like you navigate them with clarity and confidence.
We’re fee-only, which means we are compensated for the advice we provide, and that’s it. As an independent fiduciary, we’re legally and ethically obligated to put your interests first, and we’re not tied to any company’s products or quota.
Here’s what that means for your retirement plan:
▪️Personalized advice, because you want more than generic help
▪️No hidden agendas or product commissions
▪️Access to a wide range of investment solutions based on what’s best for your goals, including public and private investments
▪️Transparent, straightforward fees so you know exactly what you’re paying and what you’re getting
Design the Retirement You’ve Always Envisioned
At Morrison Wealth Advisors, we transform retirement dreams into concrete, actionable strategies that give you confidence about your future. We believe retirement planning is about more than just numbers; it’s about designing the lifestyle you’ve earned through decades of hard work. Schedule an introductory call. I look forward to getting to know you.
Education
East Carolina University, Bachelor's degree, Finance; Master of Business Administration - MBA, Finance
Hobbies and Interests
- Baseball
- Beach
- Exercising
- Family
- Football
- Golf
- Hockey
- Skiing
- Snowboarding
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
- Single Women
- Widow
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We trust Nick implicitly!
Trusted, Passionate and Innovative Advisor
A Distinctive and Trusted Advisor
A wealth management solution that can be custom.
Invaluable Expertise
Personalized Care
Wisdom, Trust, Independence
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