Marc Morgan

Marc Morgan

Fee Structure
Hourly
$195/hr

About Me

A lifelong resident of New Jersey, Marc brings over two decades of dedicated public service and sophisticated financial leadership to his role as an Investment Advisor Representative. His career is distinguished by 20 years in law enforcement, complemented by a seven-year tenure as a Trustee for the Police and Firemen's Retirement System of New Jersey (PFRS-NJ). As an inaugural Board Member and a member of the Investment Committee, Marc played a vital role in overseeing and managing a $37 billion dollar pension fund, ensuring the long-term financial security of the state's first responders.

As an active person, I love being outdoors with my wife and two children. We love spending time boating on the Barnegat Bay and relaxing at the beach. When we aren't enjoying summer at the Jersey Shore, we try to travel as much as possible. We all have a passion for travel, always eager to explore new destinations and embrace the next great adventure as a family.

Heroic Financial is currently accepting new clients based in New Jersey. To deliver highly focused, personalized planning, client meetings are primarily held virtually, with select in-person meetings available on a very limited basis.

Areas of Specialization

Investments
Retirement
Employee Benefits
Insurance
Tax Strategies

Ideal Clients

Government Employees
DIY Investors
Individual
Families with Children

Contact Information

New Jersey, NJ
Meets Virtually
Meets In-Person
Accepting New Clients