Morgen Rochard, CFP®, CFA Origin Wealth Advisers LLC

Contact this advisor

About Morgen Rochard, CFP®, CFA

I’m Morgen Rochard and I am the founder of Origin Wealth Advisers. My firm is an independent, fee-only practice dedicated to helping young families and professionals align their finances with their life goals.

I know that finances can seem complicated and overwhelming at times. There are many moving parts, all of which require the proper attention to get you where you need to be. I am passionate about connecting these dots to help you reach your goals and most importantly live the life you want to live.

I am a fee-only CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst. Prior to founding Origin, I managed portfolios at UBS Financial Services for high net worth investors. I also worked at Merrill Lynch providing financial analysis for a large private wealth team. I started my career in finance trading for Trinity Derivatives Group as an equity options market maker. In my free time, I like to hang with my husband, learn French, play Scott Joplin on the piano, listen to JockoPodcast (Good Evening), and generally get after it.

All of these experiences have led me to believe that financial independence is only achieved by having a plan and being disciplined about sticking to it. My firm provides real advice to real people who want to get serious about their financial future. That is why I only provide financial planning and don’t sell products.

Contact this advisor

Recently Published

Practicing Financial Self-Care

January 19, 2021

Financial Self-Care Bingo.png

Read the full post →

How Does Your Net Worth Stack Up?

January 19, 2021

UAW or PAW_.png

Read the full post →

An Interesting Time for Bitcoin

January 19, 2021

As bitcoin's price continues to rise, why be interested?

Most of the assets I talk about have a centralized third party controlling and influencing them. These assets require other people to perform specific tasks on your behalf as the shareholder, thereby generating cash flows for you. The CEO and board members are responsible for directing a company toward profitability, thereby increasing the value of your stock. Mutual funds and ETFs have portfolio managers and administrators. These assets also necessitate a custodian to hold assets on your behalf. Real estate investments often require a property manager an depend on tenants paying their rents.

Over the past decade, a new kind of asset has appeared. This asset has a lot less utility. You can't live in it. You can't eat it. But it also has a lot less trust involved. You don't have to rely on others. You can use the magic of the internet to receive, hold, and send out this asset, all in a trust-minimized system. And, it is constructed to be scarce.

There are several reasons to believe this new currency is here to stay:

Bitcoin is decentralized.png

Read the full post →

Visit the blog →

Ideal Clients

  • Entrepreneurs
  • Gen X
  • Parents
  • Retirement Planning

Ways Advisor Charges

  • Flat Fee

Fee Options

  • Flat Fee: $12,000+

SEC Records