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.
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