Audrey Morrison
CFP®, CDFA®, MBA
Cairn Financial Advisors
Founder and Financial Advisor
Audrey Morrison
CFP®, CDFA®, MBA
Cairn Financial Advisors
Founder and Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Audrey Morrison, CFP®, CDFA®, MBA
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Audrey Morrison is a Denver, CO fee-only financial planner. Cairn Financial Advisors provides comprehensive wealth planning and financial advice to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Audrey Morrison is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Audrey Morrison has enjoyed a successful 30 year career in the corporate world as a business leader and executive coach. After going through her own divorce and moving to Colorado, she started a nonprofit to help educate and empower women in the divorce process. Helping these women has been so personally fulfilling, Audrey decided to leave her corporate position and create a high touch financial planning firm focused on helping women and their families navigate the financial aspects of their busy, messy and exciting lives. She enjoys helping her clients plan and strategize on how to recover financially from a divorce or losing a spouse to death, figure out how to afford college for the kids and save for a well deserved retirement.
Audrey’s is a CERTIFIED FINANCIAL PLANNER ™ and a CERTIFIED DIVORCE FINANCIAL ANALYST™. Her background includes an accounting degree and an MBA from Northwestern’s Kellogg School of Management. She worked in finance and operations for GE and GE Capital for 15 years; and in management consulting at Accenture and smaller NYC firm for 10 plus years. She has three teen children, her oldest is currently attending University of Colorado in Boulder, plus twins in high school. She is the founder and Board President of the Colorado nonprofit, Blue Iris.
In her free time Audrey enjoys hiking with her dog, trying fun new restaurants in Denver, reading (always too many books going at the same time) and movies. She is active her children’s school and attending their sporting events.
Audrey Morrison is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Throughout time, cairns (stacked rocks) have been used as guideposts so that history’s adventurers don’t lose their way.
You want to feel organized, on track, and confident without spending all of your free time worrying about your finances.
Our goal as your financial planner is to help you along your journey to achieve goals without getting lost.
Much like the stacked stones, we start with creating a solid foundation for your financial life. Piece by piece, we stack unique layers of your life to create a plan that optimizes your assets and fulfills your vision.
We can help, wherever you are in your journey.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Divorce Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Going through Divorce
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Audrey Morrison is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Audrey Morrison is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Audrey Morrison is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Audrey Morrison is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Audrey Morrison is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
Contact Audrey Morrison
Office Locations:
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8724 E 24th Ave
Denver, CO 80238 -
4845 Pearl E. Cir
Suite 101
Boulder, CO 80301
