TIER One Planning is a financial planning firm that provides independent financial advice and focuses on empowering our clients with the tools to make informed financial decisions.
TIER One Planning was founded in 2007 by Morgan as a family office focused on all aspects of the financial planning process. As a Certified Financial Planning Professional, comprehensive financial planning has always been at the heart of our company. The company name also helps explain our focus: Tax Planning, Investment Planning, Estate and Risk Planning. Our firm belief is that every individual deserves comprehensive financial planning, and we want to make it accessible to as many people as possible. Making sure our clients are empowered with the knowledge to make informed decisions for themselves is paramount. By providing independent financial advice, we promote an unbiased decision making process that provides access to the best advice available.
Morgan Adams
CFP, HON. B. COM.
Morgan Adams is a Certified Financial Planning (CFP) Professional with over 15 years experience helping his clients preserve and grow their wealth and mitigate risk. Morgan’s background as a Private Market Specialist also allows him to look at a client’s portfolio with a different lens. Morgan believes in continuously education himself and his clients and to add value in their lives.
Lori Struk
LICENSED ASSISTANT
Lori has been with TIER One since 2011 and is a licensed assistant to Morgan Adams. Coming from 25+ years experience in the financial services industry with an extensive background in mutual funds, life Insurance and compliance.
What People Are Saying
“Working with Morgan has been life altering. He really takes the time to make sure you understand the process and his recommendations fully before moving forward. He never recommends anything before trying it, which puts our minds at ease. He is knowledgeable, professional and also add a personal component so you know that you’re in good hands.”
— Jess and Scott
“It took only one meeting to understand that Morgan has a different, and much appreciated, approach. The time, effort, energy and patience he takes in ensuring clients are well-informed of the plan, the products, and the path forward is exceptional. There is a level of trust that must be had when entrusting your financial future to someone, and we feel it has been earned with TIER One.”