Featured Members: Featured Members are top-level SBN members who are deeply invested in a building a just, green, and thriving, local economy.

Locally-Owned: Privately-held businesses headquartered in the Greater Philadelphia Area (a requirement for SBN membership)

B Corp: Certified B Corporations are businesses voluntarily meeting higher standards of transparency, accountability, and performance, while offering a positive vision of a better way to do business. Learn more.

The Green Stormwater Infrastructure (GSI) Partners is a priority initiative of SBN working to advance the local GSI industry and innovation. Learn more.

MOR Wealth Management

Member since 2017
1801 Market Street, Suite 2435
Suite 2435
Philadelphia, PA 19103
Socially Responsible Investing, Financial Planning & Wealth Management

No matter what your level of wealth, working with us can help you pursue your goals. Together, we will go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:

  • Accumulation: how to target asset growth

  • Risk management: how to protect your assets

  • Taxation: how to minimize your tax burden

  • Retirement planning: how to target, plan for, and transition into retirement in a tax-advantaged way

  • Estate planning: how to preserve your assets

  • Charitable giving: insights into charitable giving for both charitable organizations and individuals.

Create a comprehensive plan
By exploring each module in detail, we will determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we will assemble an implementation plan for your financial future.

Support your financial goals
Working in partnership with us helps to simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.

Questions about this profile? Contact SBN