MORTON BROWN FAMILY WEALTH EMBRACES “HUMAN FIRST” FINANCIAL PLANNING WITH SHAPING WEALTH PARTNERSHIP
Morton Brown Family Wealth announces groundbreaking collaboration that leverages behavioral science and positive psychologty to build deeper connections with clients.
Morton Brown Family Wealth Welcomes New Financial Advisor
Morton Brown Family Wealth is excited to welcome Sean Roth as the newest team member. As a Financial Advisor, Sean coaches couples and families toward financial well-being.
Morton Brown Family Wealth Awarded on the USA Today Best Financial Advisory Firms 2023 List
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.
Morton Brown Family Wealth Celebrates 5 Years in Business
On the 5th anniversary of founding Morton Brown Family Wealth, Dennis Morton and Katie Brown reflect back on their five-year journey in a personal, heartfelt video to their clients, family, friends, and community. They share personal stories from when the firm was founded including challenges and unexpected outcomes. They also answer some interesting questions on the origin story of the firm as submitted by members of the team.
Katie Brown Featured on Invest in Women Podcast Series
Kathryn Brown, CFP®, ChFC® was recently featured on Financial Advisor Magazine’s Invest in Women Podcast Series to talk about helping couples reach their financial goals. During the episode, she highlights the role financial advisors play in helping couples communicate effectively. Katie also sheds light on philanthropy as a motivator for women to be more financially conscious.
Morton Brown Family Wealth named in 2023 Who’s Who in Business Listing
The Lehigh Valley Who’s Who award is based upon the results of an annual survey of local residents regarding which business they perceive to be the leader in 85 different categories. Morton Brown Family Wealth was listed as the top consumer choice for a Financial Planner. Dennis Morton and Katie Brown along with the entire team at Morton Brown attended the awards reception event in April 2023.
Dennis Morton Named to Lehigh Valley Business Power 100 List
Congratulations to Dennis Morton on being recognized as an influential leader in the region by Lehigh Valley Business. Dennis serves his community as a financial advisor, business owner, and community leader.
Dennis Morton Writes for WealthManagement.com
RIA firms are finding it difficult to grow outside of M&A and market performance. The timing may be perfect for RIAs to commit to organic growth and all that it reveals about who they are, who they serve, and why they do what they do. Dennis Morton, Co-Founder and Principal of Morton Brown Family Wealth, discusses steps to creating a successful organic growth strategy.
Katie Brown Earns Chartered Advisor in Philanthropy® Designation
In 2023, Katie earned her Chartered Advisor in Philanthropy® (CAP®) designation, a cross-disciplinary study of philanthropic planning including taxation, finance, fundraising, purposeful planning, family office dynamics, psychology, and strategic philanthropy. With her CAP® designation, Katie is better able to integrate charitable planning with clients’ estate plans to help them achieve their legacy goals. As a member of the inaugural CAP® class, Katie was one of the first financial advisors in the Lehigh Valley region to obtain this certification.
Dennis Morton Asked to Speak at National Industry Conference
Dennis Morton, CFP®, ChFC® will serve as a session panelist at Wealth Management EDGE 2023, an leading industry event hosted by WealthManagement.com this May. Dennis enjoys sharing and gaining knowledge from fellow peers, professionals, and business leaders. His insights and dynamic presentation style will be a great addition to this event!
Morton Brown Featured on WFMZ
Morton Brown Family Wealth’s office in Tower 6 was chosen as a backdrop for a WFMZ news feature on how workspaces are changing post-pandemic. Katie Brown and Dennis Morton were interviewed along with representatives from City Center Allentown.
Katie Brown Featured in Advertising Campaign from Schwab Advisor Services
Additionally, Dennis Morton and Katie Brown attended Schwab IMPACT® 2022 in Denver representing Morton Brown Family Wealth at Charles Schwab’s annual conference for independent advisors.
Dennis Morton Quoted in Money: “8 Stock Market Sayings You Can Totally Ignore”
Dennis Morton was asked by Money.com to share his two cents on popular stock market aphorisms – “buy the dip” being one of them.
Maddy Miller Recognized in Lehigh Valley Business’ Forty Under 40 Class for 2022
We are proud to recognize and congratulate Maddy Miller, Director of Marketing and Community Outreach, for her outstanding achievement in receiving Lehigh Valley Business’ Forty Under 40 Award. Recipients are selected for their professional accomplishments, community service and commitment to inspiring change. They are selected by an outside panel of judges that includes previous winners.
Dennis Morton Writes for Lehigh Valley Business: “What Investing Can Teach Us About Succesion Planning”
“As both a financial advisor and a business owner, I observe how investors and leaders create the conditions for long-term success using similar principles.” – Dennis Morton, CFP®, ChFC® shares what investing can teach us about succession planning.
Cody Demmel Earns Certified Financial Planner™ Designation
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.
Dennis Morton Profiled For Made Possible Lehigh Valley
Dennis Morton lived a transient life for many years before choosing to settle in the Lehigh Valley 17 years ago where he and his wife had originally planned to stay for only a few years. But their passion for the region and its people enticed them to plant their roots. Dennis sealed the deal when he and his business partner Kathryn Brown started Morton Brown Family Wealth, a Registered Investment Advisor providing financial planning and investment services for individuals and families.
Morton Brown Welcomes New Investment Strategists
Morton Brown Family Wealth is constantly looking for ways to add value to our wealth management services through education, technology, and strategic partnerships. We are proud to announce the expansion of our professional team with the addition of a new investment strategy and research partnership with East Bay Investment Solutions in 2021.
Cody Demmel and Dennis Morton Author LVB Op-Ed on Home Bias
Successful wealth management requires us to construct diverse investment portfolios made up of different asset classes, including stocks. In choosing our investments we often have biases that unknowingly create challenges as market cycles change. Cody and Dennis discuss the phenomenon of “home bias” in the Wealth Management edition of Lehigh Valley Business and how it can introduce unnecessary risk and limit opportunities for growth in a family’s wealth management plan.
Dennis Morton Highlights Three Mistakes Smart Investors Make When Saving for Retirement in Lehigh Valley Business
At the tail-end of 2020, Dennis acknowledges that planning for the year to come involves understanding the decisions we might have to make and relying on our knowledge and experience to guide us toward our goals. As investors near retirement, those goals change and their past experience may not be enough to avoid potential pitfalls. In his latest op-ed for Lehigh Valley Business, he highlights three things that he has seen smart investors get wrong about retirement.
Dennis Morton Writes for CNBC: Five Lessons the Pandemic Taught Financial Advisors
As Dennis started to think about plans for his advisory firm in 2021, he wrote down the lessons from this year and came up with five that apply to his role as an advisor, investor and leader in the profession. Dennis shared his thoughts with CNBC in this op-ed piece.
Lehigh Valley Business Highlights Morton Brown Family Wealth’s New Partnership
Morton Brown Family Wealth has teamed up with Cheryl Doll at Compass Point Consulting to provide comprehensive guidance on succession and retirement planning for small and medium-sized businesses.
Morton Brown Family Wealth Recognized as Top Wealth Management Firm by Lehigh Valley Business
Lehigh Valley Business released its 2020 Reader Rankings results naming Morton Brown Family Wealth as the Top Winner amongst wealth management firms in the region.
Dennis Morton Quoted in Forbes: “How SEC’s New ‘Reg BI’ Rule Impacts Your Retirement Investments”
The SEC newly released “Regulation Best Interest”, a new rule that now holds any one offering investment advice to a higher standard. Dennis weighs in on this new rule from the viewpoint of a fiduciary and how it benefits retirement savers.
Dennis Morton Quoted in Forbes: “Consider These Three Strategies If Second Stimulus Funds Arrive”
Dennis provides his take on what retirees should prioritize should funds be received from a second stimulus package.
Dennis Morton Featured on Franchise Secrets Podcast
Dennis joined franchising specialist Erik Van Horn on his podcast to discuss wealth management and asset protection for franchise and small business owners.
Pivot Podcast: Financial Planning Through a Pandemic with Kathryn Brown
“If you truly are diversified, that means something is under performing (in the short-term).” Katie Brown joins Pivot Podcast host Jenny Blake to discuss financial planning tips and making big moves during these uncertain times.
Bloom Where You Are Planted Podcast: Women’s Financial Wellness with Katie Brown
Confused and intimidated by the world of finance and investing? Host Christine Krahling interviews Katie Brown about her initiative to build women’s confidence around investing and how to “bloom” financially and take more control of your finances.
Authority Magazine: Life and Leadership Lessons I Learned in the Military
Dennis Morton shares key takeaways from his military career and how he applies them to life, leadership, and the community and clients he serves.
Financial Advisors: Don’t give in to coronavirus panic
Dennis Morton sits down with Stacy Wescoe at Lehigh Valley Business to discuss recent market performance and basic questions investors should be asking of their financial advisors at this time. (Published March 10, 2020)
Think Courageously Podcast: Your Money Mindset
Katie Brown joins Deb Stellato on the Think Courageously Podcast to discuss her definition of success and how she is helping others to gain courage and confidence when it comes to their financial goals.
Dennis Morton Writes for Business Insider on Social Security
According to a recent study, 96% of Americans take Social Security at the wrong time. Dennis shared three important considerations for individuals prior to taking distributions.
Thrive Global’s Female Leaders of Finance Features Kathryn M. Brown
Katie Brown shares her thoughts on the confidence gap between women and men when it comes to finance. This interview delves into Katie’s journey to founding her own financial firm and how she is leveraging her knowledge to help clients to gain clarity and confidence around investing and financial planning.
Morton Brown Family Wealth Hosts Holiday Food Drive
Throughout the 2019 holiday season, we collected hundreds of non-perishable food items which were donated to the Allentown Area Ecumenical Food Bank.
Voted Top Wealth Management Firm in 2019 LVB Reader Rankings
Morton Brown Family Wealth is honored to be recognized in Lehigh Valley Business’ Reader Rankings 2019 as the premier Wealth Management Firm in the region.
Katie Brown Featured on Financial Advisor Success Podcast
On his podcast, Michael Kitces interviews leading advisors on successful practices in building and running financial firms. Katie was invited to discuss the intentional steps in creating Morton Brown Family Wealth and how she and Dennis Morton created a foundation for growth.
Katie Brown Honored as Investment News 40 Under 40
InvestmentNews has recognized Kathryn M. Brown as a 2019 40 Under 40 Honoree. Katie was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make the list of 40 talented individuals.
How to Design a “Day 1” Advisory Firm That Endures for Decades
Dennis Morton and Katie Brown are the co-founders of Morton Brown Family Wealth in Allentown, PA. They used lessons learned during their previous 10-year working relationship at another firm to grow Morton Brown from $0 to over $100 million in AUM in just 12 months.In today’s show, we discuss the specific ways they designed their firm from Day 1 to be an enduring business with no regrets and no more “if onlys.”
Remembering Teddy
Dennis and Gina Morton were recently featured in Lehigh Valley Health Network’s Generosity publication for their efforts in support of the Reilly Children’s Hospital at LVHN. Inspired by their experience with their son, Teddy, the Morton family is helping lead the effort to provide much needed pediatric care in their community. In addition to raising awareness for the cause, Dennis and Gina have also committed to an aggressive fundraising goal to see the project through.
Lehigh Valley Business names Forty Under 40 honorees for 2019
Lehigh Valley Business today named 40 young professionals from the Greater Lehigh Valley as its Forty Under 40 honorees for 2019. Chosen for their contributions to their companies, industries and communities …
Dennis Morton Writes for Family Business Magazine
An article by Dennis on developing confidence and clarity in family business decision making was published in the March/April 2019 issue of Family Business Magazine.
Katie Brown Goes “Over the Edge” to Benefit Local Non-Profit
In 2018, Katie participated in Valley Over the Edge to raise funds benefiting The Lehigh Conference of Churches soup kitchen, homeless shelters, and other programs.
Financial Advisory Firm Signs on for Tower 6
Morton Brown Family Wealth announces it will continue its relationship with City Center Allentown, moving into Tower 6 in Allentown in September, 2018.
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