The Higbee Meier Digilio Group at Morgan Stanley

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The Higbee Meier Digilio Group


We are devoted to providing customized financial advice and portfolio management to our clients. Our goal is to build life-long relationships with the families, business and organizations we serve.

Our Story and Services

Our Story

What Differentiates The Higbee Meier Digilio Group at Morgan Stanley

Investment Experience - We have established a team structure made up of experienced investment professionals and support personnel.
Client Relationships - We create and maintain deep relationships with our clients.
Transparency - We clearly and openly explain all costs, fees, and potential conflicts of interest early and often with our clients.
Wealth Management Process - Our process involves an intelligent multi step series of procedures designed to align your objectives with your risk tolerance which is continually monitored utilizing proprietary Morgan Stanley research.

Client Communication - We will establish a schedule of contact and determine what review topics are important to you at the time of initial meeting.

Professional Alliances and Collaboration - We work closely with a network of trusted CPA’s and attorneys to act as a coordinated team.
Advisory Board - We utilize a selected board of advisors who give us feedback intended to see through the eyes of our clients we serve rather than our own.
Fraud Monitoring/Protection - Utilizing robust encryption technology and authentication methods such as behavioral pattern recognition Morgan Stanley promises to reimburse clients for losses incurred as a result of unauthorized access to our systems through no fault of their own.

Services Include

  • Corporate Retirement Plans
  • Endowments and Foundations
  • 401(k) Rollovers
  • Business Planning
  • Philanthropic Services
  • Retirement Planning
  • Wealth Management

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Core Values

Core Values

The Higbee Meier Digilio Group believes lasting relationships are built on trust, understanding and shared values. In addition, a disciplined investment process and outstanding service are critical to achieving the goals of our clients. To that end we are committed to the following core values that serve as the foundation of our practice:


 We are guided by the principles of integrity and honesty. Our clients come first. All of our recommendations are focused on enabling our clients to achieve their financial goals.


 Our team is committed to education for both ourselves and our clients. Expanding our knowledge base and maintaining our professional licenses and designations is critical to our ability to provide our clients with appropriate advice. Delivering that information to our clients in a format they can understand empowers them to make confident decisions.


 The rationale behind our investment recommendations and portfolio construction is provided in great detail. All costs, fees and potential conflicts of interest are clearly and openly explained to all of our clients.

Service Excellence

 We employ a proactive client service model. The goal is to anticipate and identify potential client needs or issues, take the necessary action for resolution, all before the client is even aware.  For client initiated requests, our commitment is to provide a solution in a timely and efficient manner.

Our Clients


Our clients are financially successful individuals, families, businesses and non-profit organizations. The common factor is their appreciation of a team of Financial Advisors providing comprehensive wealth management. We provide unbiased guidance on a full range of financial subjects and customized portfolio management.

While each of our clients have unique personal and professional circumstances, they all have one thing in common: They are focused on achieving specific financial goals in order to secure their financial future.

Working With You

Working With You

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Meet The Higbee Meier Digilio Group


Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing


Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting


Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds


Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact The Higbee Meier Digilio Group today.

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