Wesley Morgan and Morgan Financial Solutions

I love living in Northeast Ohio. From the inspiring people I meet to being a proud Cleveland sports fanatic, I can’t imagine serving any other community. As a financial professional, I’m fortunate to work with local families and businesses every day, helping them protect their current standard of living and build toward a stronger financial future. Having grown up in Willoughby and now living in Mentor, I understand the insurance and financial needs that are unique to our community.

I founded Morgan Financial Solutions with one purpose: to provide families and individuals with personalized, comprehensive strategies that align with their goals. Whether it’s protecting your family’s lifestyle, saving for retirement, preparing for college expenses, or caring for a loved one, I aim to introduce proven, dependable solutions tailored to your needs.

My passion for helping others began early and guided me to earn a bachelor’s degree in Finance, graduating with honors from Bowling Green State University. Outside of work, I enjoy being active in community events, playing the occasional pickup basketball game, cheering on Cleveland sports, and most importantly, spending time with my wife Sarah, our sons Van and Troy, and our two dogs, Macie and Ellie.

At the end of the day, my story isn’t what matters most—yours is. I believe the first step in any successful financial plan is understanding my clients’ hopes, dreams, and goals for the future. If you’re looking for an advisor who will take the time to listen and put their expertise to work for you, I’d be honored to start that conversation.