Morton Brown Family Wealth was recently honored at the Excellence in Business Awards event hosted by the Greater Lehigh Valley Chamber of Commerce. The firm was recognized as the 2025 Excellent Micro Business (less than ten employees) by the Chamber’s Small Business Council, one of several awards celebrating outstanding leadership, growth, and community impact across the region’s small business community.
The ceremony, held on June 11, 2025, highlighted the achievements of businesses across a range of categories. Co-Founders Dennis Morton and Kathryn Brown accepted the award on behalf of the Morton Brown team, acknowledging the shared dedication that has shaped the firm’s journey and culture.
“We are honored to be recognized by the Chamber for the kind of work we believe matters most. Building a business with purpose, putting people first, and serving our community with intention has guided us from the very beginning,” said Dennis. “This recognition is a reflection of how far we’ve come and the team that’s made it possible.”
The ceremony, held on June 11, 2025, highlighted the achievements of businesses across a range of categories. Co-Founders Dennis Morton and Kathryn Brown accepted the award on behalf of the Morton Brown team, acknowledging the shared dedication that has shaped the firm’s journey and culture.
“We are honored to be recognized by the Chamber for the kind of work we believe matters most. Building a business with purpose, putting people first, and serving our community with intention has guided us from the very beginning,” said Dennis. “This recognition is a reflection of how far we’ve come and the team that’s made it possible.”
Founded in 2018, Morton Brown Family Wealth has grown to serve more than 300 families nationwide and now manages over $400 million in assets. The firm’s mission is to revolutionize the way people plan and invest for the future.
“We started Morton Brown with a belief that financial advice could be more thoughtful, more human, and more empowering,” said Katie. “Receiving this award reinforces that we’re not just growing, but we’re growing in the right direction.”
This milestone comes amid a year of continued momentum for the firm, including national industry recognition, team expansion, and on the heels of launching a digital app experience for clients. At the center of Morton Brown’s progress is a commitment to building a business that reflects both the values of its team and the needs of the community it serves.
The Excellence in Business Awards recognition was provided by the Greater Lehigh Valley Chamber of Commerce’s Small Business Council. Winners were notified on May 9, 2025, and the award was presented on June 11, 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.