Our investment mission is to grow wealth substantially while helping clients avoid risks they do not fully understand; and to empower our clients to live fulfilling lives without financial worry.
of our profits, or 5% of revenue, that MOR strives to return to the community each year.
of earned income we ask every client to give to charitable causes each year.
“If you’re in the luckiest one per cent of humanity, you owe it to the rest of humanity to think about the other 99 per cent.”
Warren Buffett · From our mission statement
People, planet, and profit stands for the Triple Bottom Line, a business framework created by John Elkington in 1994. It means a company should measure success through social impact, environmental care, and financial gain instead of looking at money alone.
In this framework, people means how the business affects workers, clients, and local communities. Planet means how the business protects natural resources and reduces waste. Profit means the economic value the business creates to sustain itself and grow.
See It in Practice →MORWM has a deeply seated commitment to community stewardship which permeates every aspect of our service and purpose. Inherently, our company operates within a wealthy community. It is therefore the responsibility of our firm, our staff, and our family of clientele to be mindful of how our investment decisions affect the community at large.
We help clients incorporate social responsibility and value-aligned management into their investment philosophy. Fact based analysis proves, without ambiguity, that anyone with proper resources and guidance can invest thoughtfully and responsibly without sacrificing investment returns.
Returns matter. So does discipline, proper planning, and attention to detail. We connect investment decisions with a family’s broader plan, keeping long-term goals, risk, and the purpose of wealth in view.
Can Wall Street companies do well, and also do good? Yes they can, and MOR Wealth Management is the proof.
Learn more about our B Corp certification →Meet the organizations MOR supports, and the people and communities their work serves.
The American Civil Liberties Union works to protect the rights and freedoms guaranteed by the U.S. Constitution. Its work spans voting rights, free speech, racial justice, LGBTQ+ equality, and reproductive freedom.
Through legal action, advocacy, and community organizing, the ACLU challenges government overreach and works to extend equal protection to everyone.
Planned Parenthood provides sexual and reproductive health care and education, and advocates for access to that care. Its work helps people make informed decisions about their health, bodies, and futures.
Through health centers, educational resources, and advocacy, the organization works to make care and reliable health information more accessible.
The National Multiple Sclerosis Society connects people affected by MS with resources, education, and a community of support. It funds research, advocates for people living with the disease, and works toward a world free of MS.
Its work brings together researchers, health care professionals, volunteers, and people with MS to improve daily life while advancing progress toward a cure. From navigating a new diagnosis to finding local resources, the Society helps individuals and families feel more informed and connected.
Founded in 1979, Mazzoni Center is a Philadelphia health and wellness organization serving the LGBTQ+ community. It brings medical care, behavioral health, sexual health, and practical support together through an approach centered on the whole person.
Its services include comprehensive primary care, HIV care and testing, counseling, case management, housing support, and a food bank. Mazzoni’s work helps people find affirming care and connect with resources that support their health, dignity, and sense of belonging.
Start a conversation with MOR through our contact form. For thoughtful notes on investing, family, and stewardship, subscribe to The Steward.