Munn & Morris Financial Advisors is a planning oriented financial planning firm. They are primarily fee-based and manage their clients' portfolios on a discretionary basis.

Munn & Morris Financial Advisors is comprised of a highly skilled team of financial professional with more than 80 years of collective experience helping individuals plan for the day they can finally retire. Each member of their team brings their individual area of expertise, from planning to investments, insurance to retirement plans. Their ultimate goal is to help their clients enjoy the retirement they have envisioned.

Munn & Morris Financial Advisors combines their expertise, accessibility and responsiveness as an independent firm with the resources and capabilities of renowned powerhouse, Raymond James Financial Services, to provide the best of both worlds.

They have developed a proprietary Dynamic Allocation Investment Process™ which is a structured, unemotional investment process that combines asset allocation, a focus on relative strength, rebalancing and diversification to help develop and implement a customized financial plan to address their clients’ needs and risk tolerance in the most economical, tax-efficient manner. Their proactive approach includes a strategy that can make their clients’ portfolios more conservative when they feel conditions warrant it, and help reduce the chances that the portfolios suffer an unrecoverable loss. It also provides tactical modifications that could allow the portfolios to benefit by emphasizing assets classes that are outperforming.

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