Mark A. Morris

Founder/CEO/Financial Advisor

 

I’m an “ADL Coach” for our clients.  To really understand what that means, you first need to understand who we serve.  Our clients are generally business owners and successful professionals. They face a lot of varying complexity when trying to put the pieces together to meet their personal and business needs.  They are often facing a transition, or facing a new opportunity.  They sometimes lack the clarity to move forward.

There are three(3) critical phases to their financial life:  ACCUMULATION, DISTRIBUTION and LEGACY. Our “unique processes” allow them to achieve more confidence and clarity, creating a great sense of freedom and confidence.

We do this by developing a genuine partnership, investing all our capabilities and resources in leading them toward their goals.  Our unique planning approach is grounded in time-tested principles and leverages world-class technologies and financial solutions.

Check the background of this investment professional on FINRA’s BrokerCheck

Compliance number: #AC01- 0098D

Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC.  Investment Advisory Services Offered Through ValMark Advisers, Inc., an SEC Registered Investment Advisor.  130 Springside Drive, Suite 300 Akron, Ohio 44333-2431.  1-800-765-5201.  Secure Future Advisors LLC and Secure Future Tax Advisor LLC are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc.