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

You have complexity. You want confidence. We are here to help because you deserve better. Morton Brown Family Wealth offers a blend of advantages that are rare in the financial industry: most notably, fiduciary advice that places client interests ahead of our own, planning professionals with a focus on personal and family wealth, a fearless commitment to clarity that runs counter to the confusion of Wall Street.

The advent of technology brings the world to our doorsteps and creates opportunities for wealth managers who are sophisticated, independent and experienced. Our team leverages our skills and savvy to deliver the benefits this global access affords. We combine energy and dedication to focus on and support clients with exceptional financial planning and portfolio management.

Find Your Balance, Live Your Life.

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