Financial advisors for every generation

Value statement

The Eidson, Doege and Morris Team is dedicated to helping our clients achieve their financial goals at every stage of life. We are a multi-generational team with more than 60 years combined experience providing comprehensive wealth management services to individuals, families and business owners. We believe in honesty, transparency, and a firm commitment to placing clients’ needs first. We are deeply committed to providing the exceptional service our clients deserve and expect.

Our approach

Our team is focused on you - the client. We will take the time to understand your unique objectives and risk tolerance in order to help build a portfolio that is appropriate for you. Helping you to balance, prioritize, and ultimately achieve your goals is central to everything we do as your Financial Advisors.

GI Monthly Cover November 2022China charts its course through turbulence and transformation

As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress and what it means for investors. Read the full economic outlook in the latest edition of Global Insight Monthly.

Wondering what to do with your retirement plan?

When you leave your employer, you have several choices to make with your retirement plan. You can roll it into an IRA, move it to a plan with a new employer, keep it in your former employer’s plan or take your distribution in cash. Learn more by reading about the RBC Rollover IRA.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet our team

Learn more about The Eidson, Doege and Morris Team.

In the news

We’re excited to share our team’s recent profile as seen in the October/November editions of Fortune, Entrepreneur, and Bloomberg Businessweek magazines. The profile details our process for helping clients prepare for the future they want, while providing the exceptional service they deserve.


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