Goals-Based Planning

At Morgan Stanley, we aim to understand your financial goals and work with you to create a plan designed to help you achieve them.
Supporting Your Financial Goals

Managing your finances is about more than managing your investments. Your Financial Advisor can support you in many aspects of your financial life – including budgeting, cash management, retirement planning and other financial goals.

Find a Financial Advisor who fits your needs

No matter what you want to accomplish, our Financial Advisors work with you to provide ongoing, comprehensive planning and investment advice to help put you in a position to succeed.

Check the background of our firm and investment professionals on FINRA's BrokerCheck.

Your Finances at Your Fingertips

In a fast-moving world, we give you the tools and tech you need to stay connected to your accounts. We offer a full suite of mobile and online wealth management tools that can help you manage your money on the go. And when it comes to cybersecurity, safeguarding your assets and personal information is among our highest priorities.

Choose an Investment Approach to Help You Reach Your Financial Goals

From investing on your own to comprehensive financial planning, we offer a range of solutions to help meet your needs.

    Invest or trade on your own

    Build your portfolio with access to easy-to-use tools, resources and help whenever you need it

    Commission Free Trading


    Account Minimum¹

    Phone in for advice when you need it

    Partner with Financial Advisors, by phone, to help you plan and prepare for key life stages and events.

    A dedicated Financial Advisor

    Collaborate with a dedicated Financial Advisor for ongoing, comprehensive planning and management