David  Morgan

David Morgan

| CFP®, CPA, CDFA

JMG Financial Group, Ltd.

Fee Only Financial Planner Located in Fishkill, NY and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Insurance Analysis
  • Planning for Business Owners
  • High Net-Worth Clients
  • Tax Planning and Preparation
  • Divorce Financial Planning

Visit Us

155 N Wacker Dr
Suite 4850
Chicago, IL 60606

155 N Wacker Dr
Suite 4850
Scarsdale, NY 60606

155 N Wacker Dr
Suite 4850
Fishkill, NY 60606

2301 West 22nd Street
Suite 300
Oak Brook, IL 60523-1264

David Morgan is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

David is a principal of JMG Financial Group, Ltd. He is also a member of JMG Financial's Investment Committee. David has been a financial planning specialist since 1989 and counsels senior corporate executives, professionals, owners of closely-held businesses and other affluent individuals with an emphasis on tax and investment planning strategies.   He also has extensive experience advising on retirement and estate planning.

Prior to joining JMG, David served as Personal Financial Advisor for the shareholders of a closely-held company. In addition, he spent nine years with Price Waterhouse where he served as Manager in the Personal Financial Services practice. In this position, he advised a variety of high net worth individuals on tax and financial planning issues. David has been quoted on financial planning topics in publications, including the Wall Street Journal, and has conducted numerous financial planning seminars and workshops.

David is a Certified Public Accountant, Certified Financial PlannerTM professional, and Certified Divorce Financial Analyst. He is a member of the National Association of Personal Financial Advisors, the American Institute of Certified Public Accountants, and the Financial Planning Association. He holds a Bachelor of Arts in Economics from the University of Michigan.