Julian Morris

I founded Concierge Wealth Management in 2010, after starting with a big brokerage firm in 2004, with a simple premise: high-earning professionals deserve financial advice that actually keeps up with their lives.

I work with a select group of clients, mostly tech and biotech professionals in their 30s, 40s, and 50s, navigating the financial complexity that comes with equity compensation, liquidity events, family obligations, and aligning the way they use their money with their wishes and desires. My practice is intentionally small. That means when you work with me, you work with me, not a junior associate, not a call center. I bring over 20 years of experience and a full suite of advanced designations to every conversation, with the kind of responsiveness you'd expect from a concierge-level relationship. I'm an independent advisor affiliated through Flagship Harbor Advisors and custody assets at LPL Financial LLC, which gives my clients access to institutional-grade planning and investment resources within a boutique, relationship-first structure. Beyond my client work, I'm regularly sought out by national financial publications and media outlets as a trusted voice on personal finance, equity compensation, and wealth building. My commentary has appeared in Forbes, CNBC, Business Insider, Kiplinger, and others. If reporters and editors call me when they need it explained clearly, you can count on that same perspective working for you.