Welcome to Lake Norman Financial Group

_Lake Norman Financial Group was founded by Cristen K. Morgan, an Investment Advisor Representative of TFA, serving the Lake Norman area since 2001.

As an Independent Financial Services Firm, we have the experience, knowledge and objectivity to help you and your families create a personalized financial plan.  One that is tailored for your current circumstances, helps to meet your future goals and is flexible enough to adapt to your evolving needs along the way.  We carefully construct a written financial plan that reviews each aspect of your financial situation and provides specific advice to help you attain your goals and objectives. 

Our firm is committed to your financial success and our hands-on approach helps ensure that each client builds a strong financial foundation. Working with strategic alliances, our specialties include:
  • Comprehensive Financial Planning
  • Wealth Management
  • Divorce Planning
  • Asset Management
  • Risk Management
  • Financial Transition Strategies.
We believe in comprehensive financial planning and ongoing education to help develop successful, long-term relationships with our clients. Our financial planning and investment advice is delivered through an adherence to time-honored investment traditions, a research-driven process, and an ongoing commitment to serving in your best interests – and with a level of personalized service we believe is second to none. 

We are always available to provide feedback and offer advice to any questions you may have regarding your financial well-being.

Contact us today for a complimentary consultation.

"The Greatest Compliment You Can Give Us Is The Referral of A Friend or Family Member."

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.  In order to comply with this requirement, we can only allow access to this website if you are a resident of the following states:  North Carolina, South Carolina, & Maryland.
_  Securities and Investment Advisory Services are offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA,
SIPC and Registered Investment Advisor. Non-Securities products and services are not offered through TFA. TFA is not affiliated with Lake Norman Financial Group, Inc. or any other entity listed within this website unless otherwise disclosed.

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