Morton Brown Family Wealth is pleased to announce that Co-Founder and Senior Wealth Advisor Kathryn Brown was recognized in the 2026 Lehigh Valley Business LVB 300, an annual publication honoring influential leaders who are helping shape the region.
Brown was recognized in the Wealth Management category, highlighting professionals dedicated to helping individuals, families, and businesses plan for the future with confidence.
This recognition comes at a time when the wealth management industry continues to evolve. As many advisory firms have joined larger organizations or undergone consolidation, Morton Brown Family Wealth has intentionally remained independent, believing that the firm’s structure directly benefits the families it serves.
“Independence gives us the freedom to build plans around what’s best for our clients,” Katie reflected. “It allows us to choose the tools, technology, and investment solutions that best fit each family’s unique goals, rather than being limited by a larger organization’s priorities. We believe that flexibility leads to thoughtful advice and an exceptional client experience.”
Since co-founding Morton Brown Family Wealth in 2018, Katie has helped guide the firm’s growth while remaining committed to its founding vision: creating a place where people feel genuinely cared for as they navigate some of life’s most important financial decisions. Today, the firm continues to invest in its people, planning capabilities, and client experience while serving families throughout the Lehigh Valley and across the country.
“Being recognized alongside so many respected leaders in our community is an honor,” Katie said. “We’re grateful for the trust our clients place in us every day and remain committed to building a firm that always puts their interests first.”
The Lehigh Valley Business LVB 300 recognizes 300 business leaders across 26 industries whose leadership and contributions continue to strengthen the region’s economy and community.
The Lehigh Valley Business LVB 300 is compiled by the editorial staff of Lehigh Valley Business. Neither the Firm nor individual participants pay a fee to participate in the evaluation process. This listing was independently curated by Lehigh Valley Business. Receipt of this award is not indicative of, nor a guarantee of, future investment success. This recognition is based on data spanning July 2025 to July 2026 and should not be construed as an endorsement of Morton Brown or Kathryn Brown by any client. Morton Brown Family Wealth did not pay any direct or indirect compensation to be considered for or awarded the ranking. Kathryn Brown was listed in LVB 300 in July of 2026.
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.