Matt Morris

M.S.

Sanderling Finance, LLC.

Independent Financial Advisor

Contact Me

Matt Morris

M.S.

Sanderling Finance, LLC.

Independent Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Matt Morris, M.S.

Contact Me

803-590-9977

Website

Fee-Only financial planner located in Columbia, South Carolina, serving clients locally and across the country

Matthew Morris is a Columbia, SC fee-only financial planner. Sanderling Finance provides holistic financial planning, investment management, tax preparation, and student loan planning to help young physicians and their families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Matthew Morris is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Matthew Morris is a Columbia, SC fee-only financial planner and Principal Advisor at Sanderling Finance.

In college, I studied math and computer science, but I’ve always had a passion for personal finance. After working in the technology industry for a decade, I left to pursue a career where I can make a more direct impact in people’s lives. In this regard, finance has been a great fit.

UNIVERSITY OF GEORGIA
M.S., Financial Planning, 2020

MISSISSIPPI STATE UNIVERSITY
B.S., Mathematics, 2003

MISSISSIPPI STATE UNIVERSITY
B.S., Computer Science, 2003

Matt Morris 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.

Sanderling Finance is an independent, fee-only, fiduciary, investment management, and financial planning firm that serves young physicians and their families.

“Independent”

I am an independent practitioner and am not beholden to an employer. I can offer frank and candid advice that is in your best interest. Furthermore, I can be responsive to your specific needs and schedule.

But it does not mean that I’m “on my own.” You’ll have the support of a best-in-class custodian, Schwab. Also, I am a member of a 1,000+ member advisor group that provides top-notch compliance and procedural support.

“Fee-Only”

This means that I do not accept commissions of any kind, which are considered a conflict of interest. If I recommend an insurance product to you, I will do only because it is in your best interest.

“Fiduciary”

I have signed an oath to always put your interests before my own, to act with prudence and good judgement, to never mislead you, and to avoid conflicts of interest. If a conflict of interest is unavoidable, I will fully disclose and manage it in your favor.

“Investment Management”

This means that I can manage investments for you. Your assets are held at a reputable custodian (a bank), in an account in your name. I then manage your investments inside that account according to an Investment Policy Statement that we will draft together.

“Financial Planning”

Financial Planning is our most important offering. It’s an ongoing, iterative process through which an advisor helps a client manage all of their available financial resources with the aim of achieving the most desirable outcomes.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Holistic Financial Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • New Physicians
  • Growing Families
  • Sudden Money Situations
  • Novice Investors

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Matt Morris is a NAPFA Associate Member

    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.

  • XY Planning Network
    Matt Morris is a Member of the XY Planning Network

    The 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.

Contact Matt Morris

803-590-9977

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Office Locations:

  • By Appointment
    and Virtual
    Columbia, SC 29223

Sanderling Finance, LLC. (“SF”) is a registered investment advisor offering advisory services in the state of South Carolina and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by SF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of SF, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

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