Morgan E. Macaulay, CFP®

Lead Advisor

Morgan enjoys working closely with clients to create, implement, and monitor custom life-centered financial plans that help to provide a roadmap to navigate the ever-changing landscape of their financial lives. She is dedicated to upholding the fiduciary standards for our clients and providing evidence-based planning rooted in academic research. Morgan is also extremely involved in day-to-day portfolio implementation and ongoing management. She enjoys helping clients simplify their financial lives through efficient planning and precise execution.

Professional Experience

Starting her career in Supply Chain Management for Johnson & Johnson, Morgan discovered her passion for working with a process, but wanted to help people on a more personal level. She found financial planning to be the perfect opportunity to help clients define their ideal lifestyle, and then direct their available resources towards that end.


Morgan is a Certified Financial Planner (CFP), so you can be sure that she provides expert and professional financial planning services. To earn the CFP designation, Morgan had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Morgan also adheres to a professional Code of Ethics and she fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. She is a graduate of The Pennsylvania State University with a Bachelor of Science degree in Supply Chain and Information Systems.

Personal Information

Outside of work, Morgan likes to stay busy. Whether spending time with family, friends, or her dog, Luna, she is always up for a new adventure!