Proposition
Morningside Financial will be an independent, full service financial planning company.
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Vision
Our business will offer an outstanding customer service that is regular, personal, efficient, long term and digital.
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Through service excellence, we will have a positive impact on the lives of our clients and help provide financial security for them and their families.
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Partnership
We will treat the owners and staff of the businesses we engage
with as partners.
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You and your company will help shape the culture, values and future
of Morningside Financial.
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You and your team will offer an outstanding service, and provide
expertise with a human touch.
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Your business will operate to the highest professional standards.
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It is imperative that clients are not negatively impacted before, during
of after the acquisition.
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Continuity is vital for both clients and staff, and we expect you to run
your business as you always have.
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Why Morningside
Your business and your people can help shape the future of Morningside Financial, which is not something a national consolidator or PE house can offer.
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We have immediate cash funding available.
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We are not a corporate buyer and can make quick decisions.
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We will treat you as a partner.
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We don’t want to change what you fundamentally are – a business that offers service excellence coupled with the highest of professional standards.