Morton Brown Family Wealth is proud to announce that it is recognized as one of America’s Top Financial Advisory Firms 2025 by Newsweek and Plant-A Insights Group. 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 15,000 financial advisories registered with the SEC.
“When we set out to build Morton Brown, national recognition wasn’t something we expected or even aimed for. To receive this honor from Newsweek—especially after being recognized by another national publication last year—reinforces that our approach to financial planning is making a positive impact on our clients and our community,” said Kathryn Brown, Co-Founder and Financial Advisor.
“This recognition reaffirms that how we do things matters. We’ve built Morton Brown with a focus on clarity, partnership, and helping clients make thoughtful decisions. Growth is exciting, but more than anything, these honors reflect the trust our clients place in us every day and the meaningful role we play in their financial lives,”– Dennis Morton, Co-Founder and Financial Advisor
“In today’s financial landscape, Americans want more than just advice—they want a trusted partner to help them achieve their financial goals. Newsweek and market-data research firm Plant-A Insights are proud to introduce America’s Top Financial Advisory Firms 2025, highlighting companies that exemplify what it means to be a financial leader in today’s market.” – Nancy Cooper – Global Editor in Chief – Newsweek.
America’s Top Financial Advisory Firms for 2025 ranking was provided by Newsweek in partnership with Plant-A Insight Group. The ranking was provided on November 22, 2024. Morton Brown did not pay any compensation to be considered for this award but did pay compensation to be able to advertise and display it. Methodology and licensing information can be found by clicking here.