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 the ability to deliver a meaningful client experience. Regional recipients are selected based on factors such as business growth, community involvement, and impact within the industry.
Dennis Morton co-founded Morton Brown in 2018 with a vision to build a different kind of advisory firm that was grounded in purpose, trust, and meaningful relationships. His leadership continues to shape how we serve clients with clarity and care, and how we contribute to the future of the profession.
In addition to his work with clients, Dennis is a recognized voice in the industry and an active leader in the Lehigh Valley community, championing initiatives that support families and strengthen the region.
The Advisor of the Year award was announced June 24, 2025, at the InvestmentNews Awards ceremony in New York City, which honors top firms and professionals across the country. Morton Brown Family Wealth was also named RIA Team of the Year (Under 10 Advisors) at the event.
The RIA Team of the Year (Under 10 Advisors) and Advisor of the Year – Northeast recognitions were provided by InvestmentNews. Awardees were announced on April 29, 2025, and the category winners were announced on June 24, 2025. Morton Brown was nominated by a third party and did not pay any compensation to be considered for this award. Methodology and eligibility information can be found by clicking here.
Morton Brown Family Wealth LLC is a registered investment adviser. This information is not provided as legal or tax advice but for information purposes only. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk and therefore can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Morton Brown Family Wealth (“Morton Brown”), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Morton Brown. Please remember to contact Morton Brown, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing, evaluating, or revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Morton Brown shall continue to rely on the accuracy of the information that you have provided. Morton Brown is neither a law firm, nor a certified public accounting firm, and no portion of the content should be construed as legal or accounting advice. A copy of Morton Brown’s current written disclosure Brochure discussing our advisory services and fees continues to remain available on our disclosures webpage. Please Note: Please advise us if you have not been receiving account statements (at least quarterly) from the account custodian.