Robbie Morris
CSLP®
Roots Financial Planning
Financial Planner
Robbie Morris
CSLP®
Roots Financial Planning
Financial Planner
Being married to a dentist makes working with dentists very personal to me. Many of the financial struggles they experience are things I have gone through in my own marriage. - Robbie Morris, CSLP®
Helping dentists maximize life beyond the chair.
Roots Financial Planning, a virtual, fee-only financial advisor, provides comprehensive and objective financial planning to help dentists organize, grow, and protect their assets through life’s many transitions. As a fee-only, fiduciary, and independent financial advisor, Robbie Morris is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
My name is Robbie Morris. I live in San Antonio, TX with my wife Adrienne Morris, DMD. We met while swimming competitively at the University of the Incarnate Word and pursuing our undergraduate degrees. Adrienne attended Roseman University College of Dental Medicine in Salt Lake City, UT for her dental education. We were dating and got married throughout the process of her applying to dental school, attending school, becoming a practicing dentist, and more! And that is where the idea to Roots Financial Planning took hold. If I am able to help my wife navigate the complex financial life of a dentist, then I can help so many more dentists live their great lives as well.
Robbie 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.
Why dentists?
I married into dentistry. I have been dating my wife since before she was accepted into dental school. If you’re facing a difficult decision in your life related to your career or finances, I am likely living or already have lived that same situation. I’ve had to make the tough decisions in my own family, so I know what emotions you’re probably feeling. I will share my personal experiences and show you exactly how we treated that scenario. I’ll tell you how I might undertake it differently if I had to do it again.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Student Loan Repayment
- Tax Planning
- Investment Management
- Insurance Review
- Dental Career Planning
Ideal Clients
- Dentists
- Dental Residents
- Dental Practice Owners
Working Together
- Free Initial Consultation
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Robbie Morris is a Certified Student Loan Professional (CSLP®)Financial Advisors having earned the Certified Student Loan Professional designation (CSLP®) understand the complexities of the student loan repayment options and have the advanced knowledge required provide to high quality student loan repayment planning advice within the scope of a holistic financial plan.
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Robbie Morris is a NAPFA AssociateThe 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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Robbie Morris 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.
Contact Robbie Morris
Office Locations:
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5707 TPC PKWY
San Antonio, TX 78261
