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 eligibility criteria related to firm structure, assets under management, regulatory history, and service to clients.
“For our team, this recognition reflects the care and intention behind how we show up for clients every day,” said Dennis Morton, Co-Founder. “It speaks to the responsibility we feel to help people make thoughtful decisions during important seasons of their lives.”
Katie Brown, Co-Founder, added, “We’re especially proud that this brings national recognition to the Lehigh Valley. There is meaningful work being done here, and our firm is rooted in this community. To see that reflected for the second year in a row on a national stage is something we don’t take lightly.”
Morton Brown Family Wealth is headquartered in the Lehigh Valley and serves individuals and families nationwide. The firm takes a planning-first, fiduciary approach, focused on simplifying complexity and helping clients gain clarity around their financial decisions.
Morton Brown Family Wealth has been named to Newsweek‘s America’s Top Financial Advisory Firms for 2026. 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 16,000 financial advisories registered with the SEC. Firms do not pay a fee to participate in the evaluation process. This recognition may not be representative of any one client’s experience. The award is not indicative of Morton Brown Family Wealth’s and its advisors’ future performance, or any future performance pertaining to its clients’ investments. Morton Brown Family Wealth did not pay any direct or indirect compensation to be considered for or awarded the ranking. Morton Brown Family Wealth did pay compensation to gain the licensing rights to advertise the award. You can learn more about the methodology for America’s Top Financial Advisory Firms 2026 by clicking here. The firm was also named in Newsweek’s America’s Top Financial Advisory Firms 2025 detailed 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.