Is Origin Different?

Morgen B. Rochard, CFA, CFP®

I only provide financial planning. I don’t sell products. I will always put your interests first. Not all financial advisers have my impartial business model.

I’m Morgen Rochard and I am the founder of Origin Wealth Advisers. My firm is an independent, fee-only practice dedicated to helping young families and professionals align their finances with their life goals.

I know that finances can seem complicated and overwhelming at times. There are many moving parts, all of which require the proper attention to get you where you need to be. I am passionate about connecting these dots to help you reach your goals and most importantly live the life you want to live.

Discipline Equals Financial Freedom

Sticking to a financial plan is the only way to achieve financial independence.

What to Expect

Over a series of meetings, we will discover the following:

We consider the many distinct aspects of your life and define where you want your money to go today and tomorrow.

Together we work towards your financial independence. We will develop a clear framework for deciding what is right for you. We can also help you implement this plan by investing your money in low-cost, high quality assets according to your goals and risk tolerance.

We evaluate your current position to make sure you can protect your family against life’s surprises. This includes evaluating insurance as well as your estate plan.

What is Financial Independence?

Accumulate enough assets to create a business, help non-profits, or just play golf!

Our Services

Everyone should have access to high-quality independent advice. A person’s financial success is highly dependent upon continuous contact with a financial adviser. As such, Origin offers the following services:

Pause and Reflect

When we take a step back from our busy lives to reflect, we can truly see where we are and where we want to be.

Contact Origin

Please reach out to us for more information or if you have additional questions. Feel free to connect with us on LinkedIn.