Expert Guidance for Business Owners & Families

Meet Brock Morman & Morman Business Group

At Morman Business Group, we empower business owners, high-net-worth individuals, and families to make strategic financial decisions that drive success, reduce tax burdens, and safeguard wealth for future generations. With extensive expertise in business structures, tax laws, and financial planning, we develop tailored strategies to meet the unique needs of each client.

Meet Brock Morman, CPA & CFP®

With over 20 years of experience, Brock Morman has dedicated his career to helping businesses and individuals navigate the complexities of financial planning, tax strategies, and business succession. His passion for financial clarity and strategic growth led him to establish Morman Business Group, where he provides high-level advisory services to business owners and their families.

Brock Morman is also the brother of Jeff Morman, who leads Jeff Morman Law.  Together, they share a commitment to providing trusted strategic guidance for individuals, families and businesses.

Brock’s Background & Credentials:

Georgia Native

Deeply rooted in the financial landscape of Georgia

Finance Degree, University of Georgia

Strong foundation in business and financial management

Master’s in Taxation, Georgia State University

Expertise in tax law and compliance

Certified Public Accountant (CPA) & Certified Financial Planner (CFP®)

Dual certifications ensuring comprehensive financial expertise

5+ Years as a Financial Advisor at a Leading Brokerage Firm

Experience in investment strategies and wealth management

Business Owner Since 2010

Providing customized financial solutions for business owners, executives, and high-net-worth families

Why Work with Morman Business Group?

Personalized Financial & Business Advisory Services

20+ Years of Experience in Tax, Business & Wealth Planning

Proactive Strategies for Growth, Compliance & Legacy Planning

A Trusted Partner for Entrepreneurs & High-Net-Worth Families

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