Morgen B. Rochard

CFA®, CFP®

Origin Wealth Advisers LLC

Financial Planner

Morgen B. Rochard

CFA®, CFP®

Origin Wealth Advisers LLC

Financial Planner

When do you feel like your absolute best? I help busy, entrepreneurial families be more deliberate about their thoughts and feelings around money. - Morgen B. Rochard, CFA®, CFP®

(917) 498-7493

Fee-Only financial planner located in Austin, TX and New York, NY, serving clients locally and across the country

Morgen Rochard is a fee-only financial planner based in Austin, TX and New York, NY. Origin Wealth Advisers LLC provides comprehensive financial planning and investment management to help individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Morgen Rochard is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

What in the world are those folks doing on Wall Street?

I worked deep in the weeds of finance over the last decade. I traded derivatives for a couple of years. I analyzed portfolio metrics and companies for a few more years. I worked for the past seven years with families to give purpose and vision to their money.

The lesson: personal finance does not have to be complicated. The best plans are simple. Simple does not mean it is easy. It’s more difficult and here is why:

We spend much of our lives looking for solutions to our problems. We think, “it can’t be that simple, for if it were, I would be doing that, and I would be successful!” We’re too smart for our own good. We want there to be complicated solutions. The simple ones force us to look inward and address what is happening on the inside.

I will help you arrive at that simple, elegant solution. You will learn to address your thoughts and feelings around personal finance. You will be more intentional with your money. You will make this a habit and a lifestyle, rather than a quick fix. I will support you in your goals and values.

You will be proud and confident.

Our process is different

You are extremely important to me. I want you to have everything you want. I want to help you have everything you want! I will encourage you to think bigger and will hold you accountable to your personal mission. I will be there for you every step of the way. I am here to help you maximize your success, not just throw a financial plan across the desk at you and send you on your way!

Book Your Appointment

 

Meet Morgen Rochard, CFA, CFP®, Founder of Origin Wealth Advisers LLC

Numbers Tell a Story

My parents always told me I was special when it came to numbers. At the age of 5, I had the longest number line in the class. By 8, I had my very first savings account with an old fashioned bank book. At 22, I took a job as an equity options trader and by 28 I was running my own financial planning practice. My practice is dedicated to helping families live their lives with less stress and more intentionality. I help you know your numbers inside and out: more math plus less drama equals a more productive you.

Education

  • B.S., Boston University
  • Chartered Financial Analyst
  • CERTIFIED FINANCIAL PLANNER™ professional

Past Experience

  • UBS Wealth Management, Senior Associate
  • Merrill Lynch Wealth Management, Financial Analyst
  • Trinity Derivatives, Equity Options Market Maker and Specialist

Morgen B. Rochard 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.

Origin Wealth Advisers LLC is a boutique, fee-only financial planning firm that specializes in helping families find financial freedom and pass it on to the next generation. Our clients value family and commuity very highly. We work together to ensure that the things you find most important in your life have the money to support them. 

Our typical client is a small business owner with a family. Priorities include:

  • Managing the irregular income of your small business
  • Providing for and protecting your family
  • Ensuring your children grow up with values and structure to become financially responsible adults

If you’re like many of our clients, you may have several competing financial goals and priorities. Perhaps you'd like to retire early or work by choice, but you’d also like to leave your children without student loan debt. We help you to prioritize and execute on what's most important to you. You are an expert in your life. Our process is collaborative. You are the driver, we are the GPS. We help you achieve the financial excellence you've long been craving.

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

Specialties

  • Irregular Income Management
  • Tax Planning
  • Early Retirement Planning
  • Family Systems and Governance
  • Business Planning
  • Investment Management

Ideal Clients

  • Business Owners and Entrepreneurs
  • Busy, Connected Families
  • Creative Artists

Working Together

  • House Calls
  • Virtual Meetings
  • Collaborative Plan Creation
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Morgen Rochard is a NAPFA-Registered Financial Advisor

    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.

  • CFA - Chartered Financial Analyst

    Morgen B. Rochard is a CFA® charterholder

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

  • CFA Institute

    Morgen B. Rochard is a Member of the CFA Institute

    The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.

  • Certified Financial Planner (CFP)
    Morgen B. Rochard is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • Financial Planning Association
    Morgen B. Rochard 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.

Contact Morgen B. Rochard

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 14 Wall Street
    New York, NY 10005
  • 12600 Hill Country Blvd
    Suite R-275
    Austin, TX 78738

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser