Morgan Stanley

Business Financing & Planning

You have meaningful goals. Our Financial Advisors can help you reach them. For over 80 years, we have worked with individuals, families, businesses and institutions—to deliver services and solutions that help build, preserve and manage wealth.

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Business Financing & Planning
Find a Financial Advisor, Branch and Private Wealth Advisor near you. 

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Services For Business Owners

Starting a
Business
Helping entrepreneurs with financing, liquidity solutions and business structuring
Ongoing Business
Planning
Partnering to help you define your perspective on ownership, control and liquidity
Succession and
Exit Plans
Helping craft a variety of exit strategies whether selling or transitioning a business

More Services For Businesses

Morgan Stanley at Work

Providing comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. 

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Graystone Consulting

Executing a bespoke investment consulting program focused solely on supporting institutions and fulfilling their fiduciary obligations. 

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Cash Investment Solutions

Delivering a custom-built approach to balance sheet management that addresses specific requirements from Corporate Treasury departments. 

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Meeting your needs at every life stage

We understand our clients' aspirations and we're as devoted to their goals as they are

WEALTH PLANNING

Creating customized wealth strategies for every aspect of your financial life

INVESTMENT
MANAGEMENT

Providing timely solutions across a range of asset classes to help you meet goals

IRAS AND OTHER RETIREMENT SOLUTIONS

Meet your retirement savings challenges with customized financial solutions

ESTATE PLANNING &
WEALTH TRANSFER

Helping protect and preserve the things that matter most: Family, legacy and values