Category: Firm News

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 […]

Morton Brown Family Wealth is proud to announce that Cody Demmel, CFP® has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. We recognize Cody’s hard work and achievement in earning his Certified […]

We had 75 phone calls to make and no one on our list was expecting a call from their financial advisor that day. There was no one in our office to hear the conversations since we had yet to hire our first employee.  When Katie Brown and I sat down that morning in spring 2018 […]

My family’s commitment to helping build the Reilly Children’s Hospital at Lehigh Valley Health Network was recently profiled in the hospital’s Generosity report for Winter 2019.  This project has given my wife, Gina, and I purpose and a way to remember an important member of our family: Our son, Teddy.  Here is the article as […]