Products & Services
Meet Jeff
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Jeff Morris
Founder & Principal Adviser
I'm not a CPA, it's true. But the members of the National Association of Black Accountants (NABA) elected me to serve two terms as President because I'm a true ally and valuable resource to the CPA and accountant community. CPAs know numbers well. They are financial experts in a corporate environment. But when it comes to their own finances, they are sometimes reluctant to admit they need help for themselves and the clients they serve. I confidentially help them - with how to plan for their future (retirement), how to live now (freedom), how to set their kids up for success (college planning), how to take care of aging parents, and more. I help them plan for all the things life throws at us that we truly need to be prepared for, but we hate to admit that we're not.
A Johnson & Wales University graduate with 15+ years in financial services, I hold Series 65 licensing, Chartered Financial Consultant designation (ChFC), and insurance credentials. My career spans leadership roles at The Ritz Carlton, Automatic Data Processing (ADP), Mutual of Omaha and the Small Business Development Center (SBDC), alongside entrepreneurial success founding CPA Allies (2016) and managing multiple retail and restaurant businesses.
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Today, I partner exclusively with CPAs, accountants, and finance professionals to help them make smarter financial decisions and build lasting wealth. As the son of Caribbean immigrants, I bring unique professional expertise and personal perspectives to financial planning. Outside work, I'm passionate about martial arts, outdoor adventures, biking, and travel. My mission remains clear: empowering others to make financial choices that create their best possible lives.
Georgia Society of CPAs
Member
National Association of Black Accountants (NABA) Atlanta Chapter
2-term President
Marietta Mentoring for Leadership Program
Mentor
Cobb County Chamber
of Commerce
Ambassador
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Why I love what I do
One of the best feelings in the world is being able to help people understand the kind of life they can live and the things they can do for themselves and their family as it relates to money. It’s gratifying to help people be as fiscally responsible as they can with their money. In some communities, money is almost a taboo topic. Growing up, it was “adult business.” Then those kids grow up and are embarrassed because they know they haven’t saved enough or made the best financial decisions – but who can they turn to? How great will it be to make decisions today that will ensure your great-great-great-grandchildren are financially secure? How incredible would it be able to have them attend college, graduate debt-free, and buy a home and a vehicle? You could provide them the opportunity to start their entire family off with a clean slate – all because of the decision you made today to set yourself and your family up for success.
People wonder why our kids today have a hard time launching. There’s a lot of weight on their shoulders because we don’t know how money works. We don’t know how compounding interest works, how to open different types of investment accounts, or about interest rates with cars and credit. There’s so much we don’t know! Rather than stay in the dark, why not come into the light and get the resources that will help propel you forward? When you have resources, you have options. And when you have options, you have room to try things – to take more chances. Without options, we’re very cautious, and we stay stagnant. I’m highly passionate about true equality in finance. I love working with people who want to learn. If you need help, you’re willing to learn, and you’re open to being guided by someone who cares to advise you with your best interest at heart, you’re in the right place.
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