Is Origin Different?
I only provide financial planning. I don’t sell products. I will always put your interests first. Not all financial advisers have my impartial business model.
I’m Morgen Rochard and I am the founder of Origin Wealth Advisers. My firm is an independent, fee-only practice dedicated to helping young families and professionals align their finances with their life goals.
I know that finances can seem complicated and overwhelming at times. There are many moving parts, all of which require the proper attention to get you where you need to be. I am passionate about connecting these dots to help you reach your goals and most importantly live the life you want to live.
I am a fee-only CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst. Prior to founding Origin, I managed portfolios at UBS Financial Services for high net worth investors. I also worked at Merrill Lynch providing financial analysis for a large private wealth team. I started my career in finance, trading for Trinity Derivatives Group as an equity options market maker. In my free time, I like to hang with my husband and son, learn French, play Scott Joplin on the piano, listen to JockoPodcast (Good Evening), and generally get after it.
All of these experiences have led me to believe that financial independence is only achieved by having a plan and being disciplined about sticking to it. My firm provides real advice to real people who want to get serious about their financial future. That is why I only provide financial planning and don’t sell products.
Discipline Equals Financial Freedom
Sticking to a financial plan is the only way to achieve financial independence
What to Expect
Over a series of meetings, we will discover the following:
We consider the many distinct aspects of your life and define where you want your money to go today and tomorrow.
Together we work towards your financial independence. We will develop a clear framework for deciding what is right for you. We can also help you implement this plan by investing your money in low-cost, high quality assets according to your goals and risk tolerance.
We evaluate your current position to make sure you can protect your family against life’s surprises. This includes evaluating insurance as well as your estate plan.
What is Financial Independence?
Accumulate enough assets to create a business, help non-profits, or just play golf!
Everyone should have access to high-quality independent advice. A person’s financial success is highly dependent upon continuous contact with a financial adviser. As such, Origin offers the following services:
Pause and Reflect
When we take a step back from our busy lives to reflect, we can truly see where we are and where we want to be.
Please reach out to us for more information or if you have additional questions. Feel free to connect with us on LinkedIn.