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Morgan Smith

CFP®, MBA
WorthPointe Financial Planners
Austin, TX
Experienced fiduciary and fee-only advisor specializing in wealth management for successful families, business owners and retirement plans.
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Meet Morgan

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Introduction - Morgan Smith
Video Transcripts

An experienced fee-only advisor who has been a financial professional for over 15 years, Morgan specializes in wealth management for physicians, families, retirees, business owners and institutions requiring a disciplined fiduciary process. He has 20+ years of experience in leadership positions in finance, business development, and education, and he’s lived and travelled abroad extensively, cultivating a unique perspective and insight into the interrelationship between investments and successful investors.

Morgan graduated…

An experienced fee-only advisor who has been a financial professional for over 15 years, Morgan specializes in wealth management for physicians, families, retirees, business owners and institutions requiring a disciplined fiduciary process. He has 20+ years of experience in leadership positions in finance, business development, and education, and he’s lived and travelled abroad extensively, cultivating a unique perspective and insight into the interrelationship between investments and successful investors.

Morgan graduated from the University of San Diego cum laude with a BA in computer science and was commissioned as an officer in the U.S. Navy. After receiving his Naval Flight Officer wings, he was based out of NAS Miramar and made numerous deployments with Fighter Squadron 51 in the F-14A Tomcat, including combat operations in the Persian Gulf.

As an Assistant Professor of Naval Science at the University of San Diego, Morgan taught engineering and leadership and management and received an International MBA. Morgan also holds the CERTIFIED FINANCIAL PLANNER™ professional credential. He has been a frequent speaker to many professional organizations and has appeared on CNBC and Fox Business New Live. He is President of the Mahabodhi Buddhist Charitable Organization and a founding member of the Strategic Trusted Advisors Roundtable.

Morgan is also an accomplished musician and songwriter. He has written and released five albums and plays guitar, blues harp, and drums. He has played concerts with a long list of well-known bands.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Estate planning
Insurance management
Alternative investments
Personal lending
Socially responsible investing
Employer sponsored retirement plans

Experience with

Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors

Education

Bachelors
MBA
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