Our Values

Confidence + Purpose

Tælos Financial Partners is dedicated to providing the guidance, resources and advice that build financial confidence for today’s needs, tomorrow’s opportunities and every milestone along your journey.

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Specialized Care and Risk Analysis

Every client we serve we treat as an individual. We will create a custom plan designed around your comfort and unique financial goals.

Confidence and Optimism

We guide each client by supporting their unique vision of a meaningful and fulfilling life.

Authenticity and Integrity

We respect each client by delivering reliable, truthful, personalized, and sincere guidance.

Commitment and Trust

We build meaningful and trusted relationships with each client, focused on achieving their best outcomes.

Optimize Risk and Return

Your customized financial plan will be continually and carefully re-evaluated with each phase of life you, your family, and your business go through.

Core Values

J Brian Morgan, AIF®, CEPA®
Managing Partner

My passion has always been understanding people and the unique experiences that guide their decisions and ultimately shape their paths. This has led me to constantly look for ways to have a meaningful impact on the lives of others in my community and the people they care about. I know this has a natural ripple effect. I am committed to developing deep relationships with my clients where I serve as a financial strategist to guide them through building their financial futures with confidence, so they can live their best lives and create lasting legacies for their families, loved ones, and communities.

Originally from South Carolina, I served in the US Air Force before before calling  North Carolina my home for the past 24 years. My wife, Shannon, and I are proud residents of Apex where we enjoy growing our community alongside our four amazing children. Outside of business I enjoy camping with my kids and coaching youth soccer, baseball and cross country. I also like to play a round of golf when I can.

Associations

Financial Planning Association
BSA – Cub Scouts
WakeMed Foundation
Military Missions In Action

 

Explore Your Financial Journey

Speak with a Tælos financial advisor to better understand how we can guide you to financial confidence.

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