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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI


Mark Morlock

As one of the managing partners of Morlock and Company, LLC, Mark has been providing experienced financial planning and wealth management advice to his clientele since 1995. Throughout those 21 years Mark has helped clients through various needs such as financial planning, tax minimization, retirement planning, cash flow analysis, portfolio structuring, and college funding planning. Realizing that in today’s economic environment it’s vital that clients take a multi-faceted approach to their financial goals and strategies, he seeks help them solve the complexities of an ever-changing financial landscape. As an Wealth Advisor with Morlock & Company LLC, Mark is able to offer his clients tailored solutions to meet their complex needs.

Mark current holds a Series 7, 63, and 65 held through LPL Financial and is licensed in CO, FL, NJ, NY, PA, SC, and TX