Hurricane Irma Relief

Copyright: 2017 World Vision/photo by Eugene Lee

Copyright: 2017 World Vision/photo by Eugene Lee

Our thoughts are with those who are suffering in the aftermath of Hurricanes Harvey and Irma. The need for immediate aid and ongoing relief is clear, so we will be expanding our donation matching program to include donations made to:

  • Hurricane Irma relief, in addition to Hurricane Harvey relief.
  • World Vision, in addition to Direct Relief.

Put simply, Morling Financial Advisors will match 50% (up to $5,000 total) of client and employee donations made to Direct Relief or World Vision in September.
 
If you’d like to make a donation,

  1. Visit:
  2. Forward a copy of your donation receipt to anna[at]morlingadvisors.com.

Hurricane Harvey Relief

Harvey Banner.jpg

Our thoughts and prayers are with those who are suffering in the aftermath of Hurricane Harvey. The need for immediate aid and ongoing relief is clear. In an effort to help, Morling Financial Advisors will match 50% of client and employee donations made to Direct Relief in September, up to $5,000 total.
 
If you’d like to make a donation,

  1. Visit Direct Relief’s donation page: https://secure.directrelief.org/site/Donation.
  2. Forward a copy of your donation receipt to anna[at]morlingadvisors.com

Below is some additional information about Direct Relief’s Hurricane Harvey relief efforts:

 
Reminder:

Our second Refugee Awareness Night, with Steve Haas from World Vision, is coming up next week!

MFA Recognized by the Institute For The Fiduciary Standard

We are happy to announce that Morling Financial Advisors (MFA) has been added to the Institute For The Fiduciary Standard's "Best Practices Advisor Registry." Member firms both affirm and subscribe to the Institute's "Best Practices" which are a rigorous set of standards that we are committed to.

Managing Partner Matt Shibata commented, "As a Registered Investment Advisor, MFA is already held to a fiduciary standard, which means that we are legally obligated to put our clients' interests first, even ahead of our own. Yet, we decided to adopt the Institute's "Best Practices" to double-down on our commitment to being a fiduciary."