Morgen Rochard, CFP®, CFA Origin Wealth Advisers LLC

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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.

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Ideal Clients

  • Entrepreneurs
  • Gen X
  • Parents
  • Retirement Planning

Ways Advisor Charges

  • Flat Fee

Fee Options

  • Flat Fee: $12,000+

SEC Records

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