Morton Brown Family Wealth has been awarded on the USA Today list of Best Financial Advisory Firms 2024. This prestigious award is presented by USA Today and Statista Inc., the world-leading statistics portal and industry ranking provider. The awards list was announced on April 23, 2024, and can currently be viewed on the USA Today website.
USA Today and Statista selected Best Financial Advisory Firms 2024 based on based on two dimensions: recommendations by clients and peers and a firm’s growth of Assets under Management (AUM). The recommendations were collected via an independent survey sent to over 20,000 individuals. The development of AUM was analyzed both short and long-term based on publicly available data. In the consideration for the top 500 RIA firms, recommendations had a weight of 20% while development of AUM had a weight of 80% (short-term and long-term growth were equally weighted) to derive the final score.
Based on the results of the study, Morton Brown Family Wealth is ecstatic to be recognized again by USA Today on the list of Best Financial Advisory Firms 2024.
“We are truly humbled and grateful for this recognition. Being honored for the second consecutive year is a testament to the dedication and hard work of our team, and we remain committed to serving our clients with excellence,” expressed Kathryn Brown, Co-Founder and Principal of Morton Brown Family Wealth.
“As we reflect on the journey of our firm, this recognition serves as a poignant reminder of the progress we’ve made and the milestones we’ve achieved,” reflected Dennis Morton, Co-Founder and Principal. “Being recognized as one of the 16 Pennsylvania firms is an honor that fuels our determination to continue evolving and delivering meaningful guidance to our clients. We are deeply grateful for this acknowledgment of our growth and dedication.”
Receipt of this award is not indicative of, nor a guarantee of, future investment success. Morton Brown Family Wealth did not pay any compensation to be considered for this recognition. Read more important disclosures.
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.