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PURSUE YOUR DREAMS

YOUR GOALS DESERVE OUR ATTENTION

Helping you turn your dreams into reality is our priority. Contact us today to see how working together, we can transform your dreams into goals with a personalized financial plan.

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Our Services

Morlock and Company, LLC is a comprehensive wealth management services firm offering financial planning, retirement planning, investment management and legacy planning.   Our distinctive office provides individualized attention and genuine respect to each client to ensure they have a sound financial strategy in place.  We are dedicated to our clients and are passionate about what we do.

INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT

Sound investment strategies help pursue financial freedom

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WEALTH AND RISK MANAGEMENT

WEALTH AND RISK MANAGEMENT

Live life to the fullest, in confidence

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RETIREMENT INCOME PLANNING

RETIREMENT INCOME PLANNING

Enjoying Retirement is your goal. How you get there is ours

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We're Here For You!

We’ve brought a sense of financial well-being to many clients who are just like you!  Let us help you have confidence in your future!

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Helpful content

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
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Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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What Our Clients Have to Say:

"It has been a pleasure to work with Mark Morlock for the past 16 years. I highly recommend Mark and his team of professionals to anyone who is looking for a financial planner with integrity and vision."

- Sheila

"Mark has been our investment advisor for the last (8) years and has managed our investments admirably. Mark likes to engage with his clients to discuss their portfolio and will listen to his clients thoughts, concerns, and where they see their investments going. He is always mindful of the responsibility he has to his clients."

- Joal and Ken

"Mark has been a great resource helping me and my family navigate our finances for the past 25 years."

- Jud

The statements on this website are testimonials by clients of the financial professional. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonials.

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