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.

Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2024 as a Best-in-State Wealth Management Team.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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.

 

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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