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Morgan Kenwood Advisors, LLC helps individuals, families and small business owners with unbiased, fee-based financial planning and advisory services. A company derived from Morgan Kenwood, Ltd., originally founded in 1985, Morgan Kenwood Advisors has emerged as a leader in investments and retirement planning, wealth building and asset preservation. We proudly serve those with a vision for their future.

Financial issues are an integral part of daily life and span a lifetime. As we move through the stages of life, we grow wiser. We realize that while money is important, it is time that is most precious – time we spend with family and friends.

With such awareness, it can become a challenge to dedicate time to often confusing and complex financial tasks. Finding the right independent financial services firm with qualified professionals can be very difficult.

We believe a personal relationship with a competent and ethical financial advisor can ease and enhance your journey through each stage of life. A financial advisor who shares the excitement of your dreams can provide invaluable life planning assistance with a holistic approach; formulating, defining and implementing your financial goals and plans. This interaction is not a one time event but a long term relationship, with you at the heart of the decisions. It is financial and life planning at its best. All That Financial Advice Is Supposed To Be . . . and more!

We invite you to explore Morgan Kenwood with our family of advisors and our client services team today. Every minute of your life counts.

Carpe Diem! Seize the Day!

Our Services

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Contact Details

Morgan Kenwood Advisors, LLC
5130 West Loomis Road
Greendale, WI 53129-1424
Phone: (414) 423-4020
Fax: (414) 423-4023
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.