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Firm News

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 leading with purpose

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

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.

Dennis Morton Jr. and Cheryl Doll of Compass Point Consulting

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 Business Insider

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

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.

Dennis Morton of Morton Brown Family Wealth

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.

Lehigh Valley Business

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 with Katie Brown

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 Business Insider

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.

2019 Holiday Food Drive

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.

Reader Rankings

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.

Kathryn M. Brown 40 under 40

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.”

Morton Family

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

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 …

Family Business Magazine

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"

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.

City Center Allentown

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.