ABOUT US
The Modern Solution for Asset Management & Financial Planning
HOW IT STARTED
Avidity Capital was built with one objective in mind – help families gain better alignment amongst future generations to preserve their family's legacy far past their time on this earth.
Our firm's mission is to bridge the gap between grandparents' or parents' expectations while positioning their next generations to live their most purposeful life through multigenerational wealth planning. We believe financial and estate plans become more dynamic and fulfilling with this approach. Because, after all, intergenerational planning is not limited to transfers of value but also values.
We focus on helping our clients control the narrative for their family's financial future. By stripping the wind from society's sails, we can understand what drives the needs and aspirations of all parties.
A PATTERN BEGAN TO EMERGE. THE MAJORITY OF PEOPLE I SPOKE WITH WERE LESS CONCERNED ABOUT THE RATE OF RETURN IN THEIR PORTFOLIOS AND MORE CONCERNED ABOUT THE SUCCESS OF THEIR NEXT GENERATION. DON’T GET ME WRONG, EACH ONE EXPECTED RESULTS, BUT THAT BECAME MORE OF A SECONDARY. ONCE THIS BECAME APPARENT TO ME, I KNEW IT WAS TIME TO BUILD A FIRM THAT WOULD RESONATE WELL WITH ALL GENERATIONS.
THERON MORGAN
A life tailored to wealth management is the simplest way I'd describe myself. Growing up in the financial services industry gave me a head start understanding how to serve my clients best.
While studying business and finance from Fresno Pacific University, I spent each summer interning with a wealth management firm. I worked first-hand with mass affluent and high net worth families — offering a launching pad to hone my knowledge around estate planning.
In 2018, I took a job with the Business Solutions team at LPL Financial to better understand how other firms across the country were serving their clients. Not long after, I transitioned to LPL's Strategic Business Development team. Here, I worked alongside the organization's senior leadership to design LPL's platform to better serve advisors and their clients.
I launched Avidity Capital in 2021 to further my passion for serving individual investors. Recognizing this is my opportunity to take everything I previously learned to design an organization rooted in delivering a bespoke client experience.
Here are a few of my favorite things
Book | Drive by Daniel Pink
Holiday | 4th of July
Hobby | Automobiles
Show| Suits
Achievement | Becoming an Eagle Scout
Hero | Most certainly my parents
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