Morgan Burklow,
CRPC®, CKA®
Managing Partner, Seven Arrows Wealth
Wealth Planning Strategist, RJFS
“Between stimulus and response there is a space. In that space it is our power to choose our response. In our response lies our growth and our freedom.” – Viktor Frankl
Morgan Burklow is the founder and managing partner of Seven Arrows Wealth, a practice built on the conviction that financial advice should reduce uncertainty, minimize second-guessing and support clients in making informed decisions when it matters most.
With over 15 years of experience, Morgan works with business owners, entrepreneurs, high-net-worth individuals, and families navigating complex financial lives. He brings structure to complexity by aligning investment strategy, tax planning and estate design into a coordinated system, helping to ensure every decision is intentional and connected to a clear objective.
His approach is rooted in a simple principle: Before any strategy is built, the objective must be clearly defined. This philosophy forms the foundation of the practice’s Aim True™ approach and helps guide how clients move forward with clarity and confidence.
He holds the Chartered Retirement Planning Counselor™ (CRPC®) designation and is a Certified Kingdom Advisor® (CKA®), reflecting both technical expertise and a commitment to stewarding wealth with intention.
Outside the office, Morgan serves on the boards of Legacy Minded Men and Camp Shiloh, and invests time mentoring and coaching youth through sports, using athletics as a platform to develop discipline, teamwork and character. He and his wife, Jacqueline, are raising three children, striving to live by the same principle that guides his work: Know what matters, and align everything else around.
Raymond James is not affiliated with the above organizations and/or charitable causes
CRPC® and Chartered Retirement Planning Counselor ™ are registered service marks of the College for Financial Planning.
