After working for one of the largest financial organizations in the world and then working for one of the top tax and estate law firms in Atlanta, Everett Morris wanted to create a practice that would provide tax and legal services that compliment the related disciplines of financial services and wealth management in a client-friendly manner. In late 2013, Everett opened Morris Legal and Tax, LLC in the same office as the best group of financial advisors that he knows at WealthMD. While maintaining separate entities, their shared office space and tight relationship allows them to team up as one unit to serve their joint clients. Their comprehensive approach seamlessly weaves the various parts of their clients’ financial lives into one coherent strategy, saving their clients a great deal of time and money. Clients can now get their tax returns prepared and estate planning documents prepared by Morris Legal and Tax LLC, their investment accounts set up and managed, and they can obtain and manage their insurance by WealthMD, as part of one comprehensive financial plan all in one office space with one group of professionals that already have a working relationship.
Purpose: To provide quality tax and legal services, as part of a comprehensive wealth management team, to individuals and families. Read why we take the approach that we do.
Mission: To deliver tax and legal services in such an efficient, client friendly manner that clients can spend less time dealing with their tax and legal issues and spend more time enjoying their lives. Read how we execute this mission.
Goal: To satisfy every client so well that they recommend our services to their friends, family members, and business acquaintances. Read how we reach this goal.