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Quarterly Market Recap Events
Market Recap Webinars Bringing clarity to financial headlines when it matters most. In a world of nonstop news and noise, understanding what’s really driving the markets can be challenging. That’s why we host live 30-minute sessions designed to put recent market activity into context and connect it back to financial planning best practices. Our team […] -
Dennis Morton Featured on the Michael Kitces Podcast
Morton Brown Family Wealth is proud to share that Dennis Morton, Co-Founder and Senior Wealth Advisor, was recently featured as a guest on the Financial Advisor Success podcast with Michael Kitces, one of the most respected voices in the financial advisory industry. In the episode, Dennis joins Michael for an in-depth conversation about leadership, firm […] -
Cody Demmel Joins Lehigh Valley Zoo Board of Directors
Cody Demmel, a Wealth Advisor with Morton Brown Family Wealth, was recently appointed to the Board of Directors for the Lehigh Valley Zoo. The Lehigh Valley Zoo plays a central role in conservation education and community engagement across the region. In his new position, Cody will support the Zoo’s ongoing efforts to promote wildlife conservation, […] -
Dennis Morton Returns to Calvert Hall for Military Appreciation Day
This Veterans Day offered a meaningful homecoming for Morton Brown Co-Founder Dennis Morton. More than 30 years after graduating from Calvert Hall College High School in Baltimore, Dennis returned as the featured speaker for the school’s Military Appreciation Day assembly, a moment that brought his journey of service and leadership full circle. Dozens of veterans […] -
Morton Brown Celebrates Alison Ehret’s Promotion to Associate Wealth Advisor
Morton Brown Family Wealth is pleased to announce that Alison Ehret has been promoted to Associate Wealth Advisor. Ali joined the firm in 2024, as a Client Service Associate. From day one, she has brought curiosity, initiative, and a thoughtful perspective to the way she partners with both clients and colleagues. Her transition into the […] -
Katie Brown Invited to Speak at Pennsylvania RIA Summit
Kathryn Brown, Co-Founder and Senior Wealth Advisor, recently participated in the Pennsylvania RIA Summit, hosted by Portfolio Summits at The Notary Hotel in Philadelphia. Katie joined a distinguished panel of industry peers for a discussion on “Integration of Technology and Practice Management for Advisor Success.” The panel explored how technology can enhance firm operations and […] -
Dennis Morton Featured on The Alternative Mason Podcast
Dennis Morton was recently invited to join The Alternative Mason podcast, where he shared his path into the financial profession and the beliefs that shape his work today. Dennis enjoys connecting with industry peers and contributing to conversations that move our profession forward, especially around leadership, communication, and the human side of financial decision-making. “You […] -
Katie Brown Featured on WDIY’s Trailblazers Podcast
Kathryn M. Brown, Co-Founder of Morton Brown Family Wealth, was featured as a guest on WDIY’s Trailblazers podcast with host Melody Bradford. The episode, “Passion Allows You to Go Further,” highlights Katie’s journey as a leader, business owner, and community advocate. In the conversation, Katie reflects on the influences that shaped her career path in […] -
Morton Brown Family Wealth Named 2025 RIA Team of the Year by InvestmentNews
Morton Brown Family Wealth is excited to announce that it has been named the 2025 RIA Team of the Year in the Under 10 Advisors category by InvestmentNews, a national award that spotlights firms redefining excellence in wealth management. This distinction celebrates advisory teams that demonstrate leadership, innovation, and a meaningful impact on clients while […] -
Dennis Morton Recognized as 2025 Advisor of the Year – Northeast by InvestmentNews
We’re proud to share that Dennis Morton has been named the 2025 Advisor of the Year (Regional – Northeast) by InvestmentNews. This recognition celebrates financial advisors who are making a lasting difference in the profession and in the lives of the clients and communities they serve. The annual InvestmentNews Excellence Awards highlight leadership, innovation, and […]
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