
MOR Wealth Management, LLC.
MOR Wealth Management, LLC is a socially responsible wealth management firm committed to empowering clients to live fulfilling lives without financial worry.
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MOR Wealth Management is a registered Benefit Corporation (B-Corp) specializing in socially responsible investment management, estate planning, and family wealth management. The company emphasizes a triple bottom line approach, balancing people, planet, and profit. Their mission is to empower clients to live fulfilling lives without financial worry by providing customized portfolio construction, legacy planning, and comprehensive risk management strategies.
MOR Wealth Management is deeply committed to community and environmental stewardship, evidenced by their B-Corp certification and their dedication to charitable giving. The firm donates a portion of its profits to charity each year and encourages clients to do the same. They invest in a socially responsible manner, avoiding companies with poor environmental, social, and governance (ESG) ratings and actively support organizations that align with their values. This commitment to social responsibility sets MOR Wealth Management apart as a unique and forward-thinking firm within the financial services industry.
Flexibility
MOR Wealth Management prioritizes work-life balance and provides flexibility for its employees. The company culture values fair business practices and emphasizes a focus on sustainability and environmental consciousness, creating a positive and balanced work environment. They offer a minimum of 28 days of paid time off and encourage volunteerism, demonstrating a commitment to employees' well-being and personal fulfillment.
Benefits
MOR Wealth Management offers a comprehensive benefits package to employees, including a minimum of 28 paid days off, excellent work/life balance, and a commitment to fair business practices. They prioritize community engagement and encourage volunteerism, with 100% of employees participating. The company also demonstrates its commitment to sustainability by minimizing paper usage and dedicating a portion of corporate reserves to impact projects.
Mission
MOR Wealth Management, LLC is a registered Benefit Corporation (B-Corp) focused on empowering clients to live fulfilling lives free from financial worry. Their mission emphasizes peace of mind, responsible stewardship of resources, and community engagement. They offer a comprehensive suite of services including socially responsible investment management, estate and legacy planning, risk management, and family financial planning, all built on a foundation of ethical and environmentally conscious business practices.
Culture
MOR Wealth Management promotes a culture rooted in community, environmental stewardship, and transparency. They are a certified B-Corp, demonstrating their commitment to socially responsible business practices and maximizing profits without compromising the world they share. The company prioritizes a work-life balance for their employees, encourages volunteerism, and actively donates to charity. Their focus on teamwork and collaboration extends to their clients, emphasizing a shared commitment to financial success and a positive impact on the community.
DE&I
MOR Wealth Management prioritizes diversity, equity, and inclusion across their business, emphasizing a commitment to building a welcoming and inclusive culture for their team. They encourage staff to engage in volunteer work, donate a percentage of their profits to charity, and actively promote socially responsible investment practices, aligning their investment strategies with a commitment to positive social impact.
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