We are passionate about sharing our vision of creating a community of clients and professionals living purposeful lives through the stewardship of wealth. Our advisors have had the opportunity to share this message as well as receive recognition for their efforts. Discover more about how Morton Brown Family Wealth is changing the conversation.
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.
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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.
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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.
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 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.”
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 …
Three More Companies Lease Office Space in Center City Allentown
City Center Investment Corp., the real estate development company revitalizing downtown Allentown, Pennsylvania, announced today that three more companies have leased office space in its City Center Allentown development …