Morton Brown Family Wealth

Morton Brown Family Wealth Embraces “Human First” Financial Planning with Shaping Wealth Partnership

March 20, 2024 / in Firm News / by Morton Brown Family Wealth

Morton Brown Family Wealth announces a groundbreaking partnership with Shaping Wealth. Led by internationally acclaimed author and behavioral finance expert Dr. Brian Portnoy, Shaping Wealth is the world’s premier learning and development platform for the financial services industry. This collaboration positions Morton Brown to embark on this journey with Shaping Wealth towards providing “human first” […]

Morton Brown Family Wealth Awarded on the USA Today Best Financial Advisory Firms 2023 List

May 2, 2023 / in Firm News / by Morton Brown Family Wealth

Morton Brown Family Wealth has been awarded on the USA Today list of Best Financial Advisory Firms 2023. This prestigious award is presented by USA Today and Statista Inc., the world-leading statistics portal and industry ranking provider. The awards list was announced on April 26th, 2023, and can currently be viewed on the USA Today website. […]

5 Things To Expect from the Best Wealth Management Companies

September 23, 2022 / in Planning / by Morton Brown Family Wealth

Did you know that only 57% of adults in the United States are financially literate? The topic of finances is sensitive which is why it’s best to talk with professionals. Even if you consider yourself financially literate, give yourself peace of mind by handing off your finances to the best wealth management companies. Not sure what services […]

Dennis Morton and Kathryn Brown Make Power 30 Banking and Finance List

July 8, 2022 / in Firm News / by Morton Brown Family Wealth

Lehigh Valley Business released its Power 30 for Banking and Finance listing Dennis Morton Jr., CFP®, ChFC® and Kathryn M. Brown, CFP®, ChFC®, Co-Founders and Principals of Morton Brown Family Wealth. The publication chose to recognize those financial professionals “who shape our communities and influence our quality of life through the banking and financial institutions […]

Estate Planning Guide: Ten Simple Steps to Peace of Mind

July 6, 2022 / in Planning / by Morton Brown Family Wealth

If you’re like many people, one recent event made you rethink your approach to end-of-life decisions: the COVID-19 pandemic. One survey revealed that of the Americans with a will, around 26% got one because they were worried about the effects of the pandemic. Sitting down to plan your estate is never easy, particularly in times of stress. […]

5 Types of Financial Risks and How to Avoid Them

June 7, 2022 / in Behavioral / by Morton Brown Family Wealth

Common financial actions such as buying a house or investing in the stock market involve certain levels of calculated risk. While these might be common instances of financial risks people are willing to take with careful planning involved, not everyone is comfortable with risky behavior. According to one study, just over 72% of adults in the U.S. […]

9 Advantages of Hiring a Financial Advisor

March 10, 2022 / in Role of an Advisor / by Morton Brown Family Wealth

Did you know that the financial planning and advisory market is worth $59.2 billion in the US alone? This is not surprising as more people are genuinely concerned about their financial future. However, many people still don’t realize the importance of hiring a financial advisor. Handling financial matters can get complicated, especially as you approach important life […]