Our VISION is to build a community of clients and professionals leading purposeful lives through the stewardship of wealth.

Vision

Our VISION is to build a community of clients and professionals leading purposeful lives through the stewardship of wealth.

Vision

Aligning the CORE values of clients and firm helps BALANCE wealth accumulation, legacy creation and intentional investing.

Balance

Aligning the CORE values of clients and firm helps BALANCE wealth accumulation, legacy creation and intentional investing.

Balance

We are DISCIPLINED and committed to delivering PERSONAL attention
and INDIVIDUALIZED planning.

Our Process

We are DISCIPLINED and committed to delivering PERSONAL attention
and INDIVIDUALIZED planning.

Our Process

We leverage profound wealth management experience with ENERGY and AGILITY for families, professionals and business owners.

Who We Are

We leverage profound wealth management experience with ENERGY and AGILITY for families, professionals and business owners.

Who We Are

Expanded resources that include extensive research, insight and deep analysis equip us to promote education and awareness as we pursue client GOALS.

Our Approach

Expanded resources that include extensive research, insight and deep analysis equip us to promote education and awareness as we pursue client GOALS.

Our Approach

Welcome To
Morton Brown Family Wealth

With the formation of Morton Brown Family Wealth, Dennis Morton and Katie Brown formalize their dynamic partnership of more than ten years to offer clients a rare blend of advantages unavailable at other firms in their region: most notably, a fresh perspective grounded in deep experience, optimism about a balanced financial life and the seamless alignment of assets and aspirations.

The advent of technology brings the world to our doorsteps and creates opportunities for wealth managers who are sophisticated, independent and experienced. Dennis and Katie leverage their skills and savvy to deliver all the benefits this global access promises. They combine energy and dedication to focus on and support clients in the Lehigh Valley and beyond with exceptional financial planning and portfolio management.

Find Your Balance, Live Your Life.

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