The Keystone Financial Alliance
3350 Riverwood Parkway Suite 2200
Atlanta, GA 30339
The Keystone Financial Alliance of RJA is an integral planning firm that assists clients make decisions about life before making decisions about money. Known as “the transition group”, we provide a suite of services for a variety of needs. We work well with clients who are experiencing or planning for a financial change of life. We are prepared to address the overlapping emotional and financial complexities of a life transition when the issues are often complicated, mistakes costly and there are no dress rehearsals.
With an emphasis on linking his clients’ personal aspirations with their financial goals, Morris strives to maintain a “family office” atmosphere designed to ensure a successful, customized and comprehensive plan for each client. Since 1972, he has provided financial counseling and advice for a variety of needs, including serving as a fiduciary for clients as necessary. A graduate of Auburn University, Morris earned his CERTIFIED FINANCIAL PLANNER™ designation, Certified Investment Management Consultant and ACCREDITED INVESTMENT FIDUCIARY™ designations.
Since 1972, I have maintained my counseling practice continuously. The Keystone Financial Alliance is a leading group assisting uniquely successful persons and their families who have trouble trusting advisors and, therefore, feel they must do it all themselves yet realize there must be better way.
- Financial life coaching and counseling
- Financial Planning
- Integral Wealth Advisory Services Wealth Coaching
- Organizational Transition and Transformation
- Understanding and managing Wealth
Meaning of Money conversations