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Welcome - We are Financial Guidance Services

Financial Guidance Services was formed from Michael's experience as a broker with Merrill Lynch in the late 90's realizing the importance of integrating tax planning with the investment advice. The model Michael adopted is based on the needs of his clients in an advisory capacity. The comprehensive advise offered by his company goes beyond the skill level of most money managers as his advice includes ways to cut tax bills. That is truly second nature to an Enrolled Agent.

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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.

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Meet Our Team

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.

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Michael W. Morris

LPL Investment Advisor Representative, Enrolled Agent

michael.morris@taxadvisor1040.com

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