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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 Shares Veteran Entrepreneurship Insights at Leadership Summit
Morton Brown Family Wealth Co-Founder and Senior Wealth Advisor Dennis Morton recently participated as a panelist at the 2026 Veterans Leadership Summit, hosted by the Greater Lehigh Valley Chamber. Dennis joined fellow veteran business leaders to discuss “Shaping from Service to Startup: Turning Military Experience into Business Success,” a conversation exploring how military service prepares […] -
Morton Brown Family Wealth Recognized by Lehigh Valley Community Foundation for Facilitating Philanthropic Giving
Kathryn Brown and Dennis Morton, Co-Founders and Senior Wealth Managers of Morton Brown Family Wealth, were recognized by the Lehigh Valley Community Foundation in its April 2026 Advisor Connection newsletter as part of the organization’s newly launched Professional Advisor Recognition Society (PARS). The initiative was created to honor attorneys, accountants, financial planners, and wealth managers […] -
Dennis Morton Participates in Leadership and Growth Discussions at RIA Edge Nashville
Dennis Morton, Founder and Senior Wealth Advisor at Morton Brown Family Wealth, recently participated in industry discussions at RIA Edge Nashville, a national conference focused on the future of independent wealth management firms. The event brought together advisory firm leaders from across the country to explore topics including leadership, firm growth, technology, operations, and client […] -
Morton Brown Recognized Again on Who’s Who in Business List for 2026
Morton Brown Family Wealth has been named to Lehigh Valley Style’s 2026 Who’s Who in Business list, earning recognition for the fifth consecutive year. The firm was again included in the Financial Planner category, reflecting continued visibility and trust within the Lehigh Valley business community. The Who’s Who in Business list highlights organizations and professionals […] -
Dennis Morton Featured in InvestmentNews on Leadership, Purpose, and the Future of Advice
Morton Brown Family Wealth Co-Founder and Senior Wealth Advisor Dennis Morton was featured in a recent InvestmentNews profile examining how military leadership, discipline, and clarity of mission continue to shape his approach to financial advice. In From the Front Lines to the Front Office: Bronze Star Veteran Shares Practice Wisdom, Morton reflects on how his […] -
Morton Brown Family Wealth Named to Newsweek’s America’s Top Financial Advisory Firms 2026
Morton Brown Family Wealth has been named to Newsweek’s America’s Top Financial Advisory Firms 2026, a national ranking that recognizes leading financial advisory firms across the United States. The annual list is compiled by Newsweek in partnership with Plant-A Insights Group and reflects a broad review of SEC-registered advisory firms nationwide. Firms included meet specific […] -
Dennis Morton Featured on Diamond Podcast for Financial Advisors
Dennis Morton was recently featured as a guest on the Diamond Podcast for Financial Advisors, hosted by Jason Diamond. In the episode, Building for Continuity: Leadership Lessons from the Battlefield to the Firm, Dennis shares reflections from his unconventional career path, including his time as a U.S. Army officer, and how those early leadership experiences […] -
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, […]
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