Morrison, Nordmann and Associates, Inc.

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Lansing
CRD Number
Website morrisonnordmann.com
Client types

Overview

Morrison Nordmann Wealth Management is a registered investment advisory practice that focuses on simplifying financial complexity to help clients make informed decisions, preserve wealth, and pursue purposeful financial goals. The firm emphasizes clarity, confidence, and long-term legacy planning for individuals and families by offering tailored strategies designed to align financial decisions with client values. Its services include wealth growth strategies, business transition planning, asset protection, legacy planning, tax optimization, retirement preparation, and holistic financial guidance. The firm positions itself as a partner to clients throughout life’s stages, aiming to provide clarity and confidence in financial decision-making. Investment advice is offered through Integrated Partners, doing business as Morrison Nordmann, indicating that the advisory services are provided under the regulatory umbrella of Integrated Partners.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Morrison, Nordmann and Associates, Inc.

Platform Details

Investment Preferences

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Address

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