About Paul Morehouse

Professional Background

Paul Morehouse is a Financial Advisor and Enrolled Agent, and the owner of Morehouse Advisory and Tax. With 15 years of financial planning experience and 10 years specializing in tax strategy, he helps individuals and small business owners navigate money decisions with clarity and confidence. Paul provides guidance in budgeting, investing, retirement planning, insurance, and long-term financial strategy.

As an IRS-licensed Enrolled Agent, he also supports clients with tax preparation, tax planning, and IRS representation for audits, collections, and appeals. Paul earned his B.A. in Accounting and holds Series 6, 63, and 65 licenses as well as his life & health insurance licenses. He is also a Ramsey Trusted Tax Pro, a designation that reflects integrity, client respect, and a commitment to putting people first.

Born and raised in the area, Paul understands that financial decisions impact real families — not just balance sheets. He got into the industry after seeing too many families struggle with debt, overspending, and fear about retirement. Whether it’s managing investments, planning for retirement, preparing taxes, or protecting assets, Paul’s mission is the same: to help you make informed, confident choices—without the noise, confusion, or pressure.

Outside of work, Paul enjoys golfing, sports, and anything that involves spending time with his wife and three children. He has served as the treasurer of the high school PTA. He has also recently run in his first Spartan race.

At HBW Advisory, our focus is simple: you. We start by understanding your values, goals, and challenges, then design a comprehensive plan that aligns every part of your financial life.

Each plan we build includes:

Protection Management:  Safeguarding your income and assets through thoughtful insurance and risk strategies.

Investment Planning: Tailored portfolios built on disciplined strategy, not market noise.

Tax Coordination: Integrating smart, proactive tax planning for maximum efficiency.

Retirement Readiness:  Mapping out income, savings, and growth strategies for later in life.

Legacy Planning: Ensuring what you’ve built is protected and passed on with intention.

Unlike many firms that rely on rigid fee models, Paul’s approach is flexible and transparent. You’ll always understand how you’re being served and why recommendations are made.

Our goal is simple: keep more of your money working toward your goals.

A Direct, Personal Working Relationship

We believe financial success isn’t about timing the market—it’s about understanding it, preparing for it, and staying the course.

In every season (growth, challenge, or transition), Paul is there to help you navigate confidently and stay on solid ground.