Protecting Your Assets, Securing Your Legacy

Your Path to Financial Stability
A Veteran Serving Your Financial Needs

J. Brian Morgan
AIF®, CEPA® 

At the heart of every journey lies a story. For J Brian Morgan, that story is one of passion, understanding, and a relentless pursuit of making a difference. His journey began in South Carolina, took flight with his service in the US Air Force, and found its home in North Carolina, where he has been a proud resident for the past 24 years.

Brian’s passion lies in understanding the unique experiences that shape people’s lives. This understanding fuels his desire to make a meaningful impact on the lives of others in his community. He believes in the ripple effect of good deeds - a single act of kindness can create waves of positive change.

As the founder of TAELOS Financial Partners, Brian is committed to building deep, lasting relationships with his clients. He serves as more than just a financial strategist; he is a trusted guide, helping his clients navigate their financial futures with confidence. His goal is to empower his clients to live their best lives and create lasting legacies for their families, loved ones, and communities.

Outside of his professional life, Brian is a devoted family man. He and his wife, Shannon, are raising their four wonderful children in Apex, North Carolina. They cherish the opportunity to grow their community alongside their children. Brian is an active participant in his children’s lives, enjoying camping trips and coaching youth soccer, baseball, and cross country. And when he finds a moment of free time, he relishes the opportunity to play a round of golf.

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let's get to know each other

Our team

At the heart of our company is a team of passionate professionals who bring diverse skills and experiences together to achieve a common goal: your success. Each member of our team plays a vital role in delivering exceptional service and innovative solutions tailored to your needs.

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Marissa Parker, M.S.

Office Administrator
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Thomas Keisler

Intern
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Abel Getachew

Intern

Mutual Discovery

This is where we come together and find out more about one another.


Consultative Assessment

Continue with a obligation-free financial health and portfolio assessment.


Risk Analysis Alignment

Discover your speed limit and what it takes to get to your next milestone.


Financial Planning

Consider your resources and what comes next and everything that happens in between.


Action Plan Management

This is where dreams meet execution, so you can move closer towards your next destination with confidence.


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Working Together for Success

At Taelos Financial Partners, we believe that true success is achieved through collaboration. By working closely with you, we align our expertise with your vision, creating a partnership built on mutual trust and shared goals. Together, we navigate the complexities of finance, ensuring that every decision is informed, strategic, and focused on your long-term success. Your goals become our mission, and we are committed to guiding you every step of the way.

Get Started
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Let’s Build Your Future Together

Financial Planning Made Simple and Effective

Your financial well-being is our top priority. That's why our services encompass a wide range of financial planning needs, ensuring that you have the support and expertise necessary to make informed decisions and secure your future.

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