FranklinMorris provides employee benefit services, investment strategies and comprehensive financial planning services to family businesses, professionals, executives and other business entities. It is FranklinMorris’ deep commitment to personal service and dedication to excellence that has allowed its individual and business clients throughout the Baltimore/Washington, DC metropolitan area to rely upon them for guidance since 1976.
FranklinMorris recognizes that while there are unique challenges that family business owners face, there are also very special opportunities for success and fulfillment that set family businesses apart. It is FranklinMorris’ mission to educate their clients on these challenges that they might face, design and communicate complex planning solutions and guide them through these critical financial decisions throughout their personal and professional lives.
FranklinMorris’ team of advisors hold advanced degrees and certifications in family business advising, business, law, accounting, insurance, financial planning and long term care. Family business owners draw upon their expertise to help them address:
- Multi-Generational Succession Planning
- Group Health, Disability and Life Insurance Programs for Family Businesses
- Executive Compensation and Benefits Planning
- Key Person Insurance
- Buy & Sell Agreement Insurance
- Personal Financial Planning for the Family Members
- Continuity Planning
- Long Term Care Planning for Family Members
- Gift Planning for Children/Grandchildren and Charities
Insurance Resource Contact:
David M. Morris, JD, CLU
Principal / President
All Partners are available to consult with Alliance members on the issues that matter most – leadership, succession, finance and accounting, conflict resolution, and more. Click here for more information on becoming an Alliance member.