Team profile

Personalized advice to help you achieve your goals

 Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life. Sign up for a complimentary initial consultation.

Awards & recognition

  • Morgan Nichols, Ameriprise Circle of Success, 2022
  • Morgan Nichols, Forbes Best-in-State Next-Generation Wealth Advisors, 2023

Community participation

Lending a hand at GRACE Christmas Cottage, 2022.
Lending a hand at GRACE Christmas Cottage, 2022.

Nichols Financial Group has always believed in giving back to the communities it serves. Our commitment to volunteering is about more than just giving away some of our time. It's about lending a helping hand to others and getting back something much more valuable in return.