--- title: "Alex Morgan | Financial Advisors" description: "Alex Morgan at Clearwater Wealth Advisors in Chicago, IL. With 15 years on Wall Street followed by a decade running my own RIA, I bring…" url: https://financialadvisors.com/advisors/alex-morgan/ --- [← Back to Advisors](https://financialadvisors.com/advisors/) ![Alex Morgan](https://images.unsplash.com/photo-1560250097-0b93528c311a?w=400&q=80) # Alex Morgan Clearwater Wealth Advisors Financial Advisor CFP CFA ChFC CLU [🏒 Clearwater Wealth Advisors](https://financialadvisors.com/company/financial-advisors-demo/) Email Advisor [Schedule Intro](https://calendly.com/alex-morgan-apex) Link Copied! ## About With 15 years on Wall Street followed by a decade running my own RIA, I bring institutional-grade investment discipline to individual clients. I focus on tax-efficient, evidence-based portfolios that grow and protect wealth across generations. My clients are busy professionals and business owners who want a trusted partner β€” someone who understands both the numbers and the life decisions behind them. Investment Philosophy Markets are efficient over time but behaviorally inefficient in the short run. My edge is helping clients stay the course, reduce costs, and harvest tax losses β€” not stock-picking or market timing. I build globally diversified, low-cost portfolios and rebalance systematically, ensuring every dollar works as hard as possible without unnecessary risk. > The investor's chief problem β€” and even his worst enemy β€” is likely to be himself. ## Firm Information Firm Clearwater Wealth Advisors Location Chicago, IL, US Position Founder & Chief Investment Officer Agency Type RIA Firm CRD# 801-77420 About Firm Independent registered investment advisor specializing in tax-optimized portfolio management for high-net-worth individuals and families. We manage over $480M across 200+ client households with a fiduciary commitment to putting client interests first β€” always. Firm Location ## Professional Details Advisor CRD# 5541872 Fiduciary Yes β€” acts in your best interest Compensation Advisory Fee Designations CFP CFA ChFC CLU Licenses Series 65 ## Investment Information Assets Under Management $480M SEC Form ADV [View Form ADV β†’](https://www.adviserinfo.sec.gov/firm/summary/123456) Form CRS [View Form CRS β†’](https://financialadvisors.com/form-crs) Investment Products ETFs Mutual Funds Stocks & Bonds Municipal Bonds Alternative Investments 529 Plans Investment Specialties Portfolio Construction Tax-Loss Harvesting Retirement Income Planning Estate Planning Coordination Alternative Investments ESG Investing ## Practice Focus Specialties - Retirees 40% - Self-Employed Individuals 35% - Real Estate Professionals 25% Preferred Client Type - High Net-Worth Individuals 50% - Business Owners 30% - Entrepreneurs 20% ## Education Years of Experience 25 Education **University of Chicago Booth School of Business** β€” MBA (2001–2003) **University of Illinois at Urbana-Champaign** β€” B.S. Finance (1997–2001) ## About Me Volunteer Experience - Board member, Chicago Financial Education Foundation. Volunteer CFP pro bono counselor for veterans through the Financial Planning Association. Accomplishments - Ranked Top 100 Financial Advisors by Forbes (2022–2026). Named to Barron''s Top 1,200 Financial Advisors list for three consecutive years. Author of "The Evidence-Based Investor," a quarterly newsletter with 8,000+ subscribers. Words to Live By Discipline beats genius. Every time. Hobbies & Interests Trail Running Chess Fly Fishing Community Involvement CFA Institute, Financial Planning Association, NAPFA Languages Spoken English Mandarin Spanish ## Reviews 5.0 / 5 Β· 4 reviews Diana Kowalski Real estate investor & small business owner Alex manages both my personal investments and coordinates with my CPA on my LLC tax strategy. Having someone who sees the whole picture β€” investments, taxes, estate β€” is worth every penny of the fee. October 2026 Priya & Vikram Nair Dual-income professionals, Evanston IL We've been clients since 2018. Alex's advisory-only model means his advice is always in our interest. He explains things clearly and responds the same day. Exactly what you want from a financial advisor. September 2026 James Whitfield Founder, Whitfield Technology Partners I came to Alex after selling my company with a complex tax situation and no idea what to do with an $8M liquidity event. He built a multi-year tax strategy that kept significantly more in my pocket than I expected. Exceptional. July 2026 Robert & Susan Chen Retired executives, Chicago IL Alex has managed our retirement portfolio for six years. He helped us navigate the 2022 downturn without panic and we came out ahead. His tax-loss harvesting alone saves us tens of thousands a year. I recommend him to everyone I know. May 2026 ### Contact Information Email Advisor Thanks! Your message has been sent. [(312) 555-0190](tel:3125550190) Address 875 N Michigan Ave, Suite 3100, Chicago, IL 60611 ### At a Glance AUM $480M Founded 2014 ### Links [Website](https://clearwaterwealth.com/) [SEC Form ADV](https://www.adviserinfo.sec.gov/firm/summary/123456) [Form CRS](https://financialadvisors.com/form-crs) [BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/5541872) ### Connect [LinkedIn](https://linkedin.com/in/alexmorgancfa) [Facebook](https://facebook.com/alexmorgancfa) [X](https://x.com/alexmorgancfa) [Instagram](https://instagram.com/alexmorgancfa) --- Source: https://financialadvisors.com/advisors/alex-morgan/ Site index for AI agents: https://financialadvisors.com/llms.txt Agent directory: https://financialadvisors.com/agents.json