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Our Tools

My team and I believe in working closely with our clients to make sure they fully understand the investment decisions we make together.
Below you will find a curated library of educational articles to help you become a more informed investor.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
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All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.
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Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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Meet Our Team

What is most important to you?

What is most important to you?

We will help you connect with a Financial Professional who properly suits you and your needs. When you partner with a Financial Professional at our firm, you have access to our whole team of knowledgeable professionals.

Brooke Faux

Registered Representative

brooke@taxadvisor1040.com

Michael W. Morris

Investment Advisor Representative / Enrolled Agent

michael.morris@taxadvisor1040.com

Teodore Irimia

Insurance Specialist / Advisor

Ready To Talk

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