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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 […] -
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 of […] -
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 […] -
Morton Brown Honored with Excellence in Business Award by the Lehigh Valley Chamber
Morton Brown Family Wealth was recently honored at the Excellence in Business Awards event hosted by the Greater Lehigh Valley Chamber of Commerce. The firm was recognized as the 2025 Excellent Micro Business (less than ten employees) by the Chamber’s Small Business Council, one of several awards celebrating outstanding leadership, growth, and community impact across […] -
Dennis Morton Honored with Silver Beaver Award by Minsi Trails Council
Morton Brown Family Wealth is proud to share that Dennis Morton, CFP®, Co-Founder and Principal, was recently awarded the Silver Beaver Award by the Minsi Trails Council, Scouting America. This national honor is presented to adult volunteers for distinguished service to youth. “I was truly surprised and humbled to receive the Silver Beaver Award,” said […] -
Morton Brown Named to Newsweek’s America’s Top Financial Advisory Firms 2025
Morton Brown Family Wealth is proud to announce that it is recognized as one of America’s Top Financial Advisory Firms 2025 by Newsweek and Plant-A Insights Group. Newsweek and Plant-A Insights Group recognized the top financial advisory firms in the United States by conducting a large-scale study based on the analysis of over 15,000 financial […]
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