Morgen Rochard

I only provide financial planning. I don’t sell products. I will always put your interests first. Not all financial advisers have my impartial business model.

I’m Morgen Rochard and I am the founder of Origin Wealth Advisers. My firm is an independent, fee-only practice dedicated to helping young families and professionals align their finances with their life goals.

I know that finances can seem complicated and overwhelming at times. There are many moving parts, all of which require the proper attention to get you where you need to be. I am passionate about connecting these dots to help you reach your goals and most importantly live the life you want to live.

I am a fee-only CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst and Registered Life Planner. Prior to founding Origin, I managed portfolios at UBS Financial Services for high net worth investors. I also worked at Merrill Lynch providing financial analysis for a large private wealth team. I started my career in finance, trading for Trinity Derivatives Group as an equity options market maker. I also run two podcasts, called Money Owners Podcast and Bitcoin for Advisors, on money mindset and bitcoin respectively. In my free time, I like to hang with my husband and kids, learn French, play Scott Joplin on the piano, listen to history podcasts, and generally get after it.

All of these experiences have led me to believe that financial independence is only achieved by having a plan and being disciplined about sticking to it. My firm provides real advice to real people who want to get serious about their financial future. That is why I only provide financial planning and don’t sell products.

Before entering into an investment advisory services agreement with Origin Wealth Advisers LLC, pursuant to regulatory requirements potential investors will be provided our Form ADV Part 2A Brochure and 2B Supplement. Prior to deciding to invest with our firm we strongly encourage you to not only read and consider the information provided in these disclosure documents but to also consult with your tax, legal, and/or ERISA advisers. Origin Wealth Advisers LLC is a state-registered investment adviser located in Austin, TX. For information pertaining to the registration status of Origin Wealth Advisers LLC, please contact our office or your state’s securities law administrator. Origin Wealth Advisers LLC – Austin, TX © 2020. All Rights Reserved.