Morton Brown Family Wealth has been named to Lehigh Valley Style’s 2026 Who’s Who in Business list, earning recognition for the fifth consecutive year. The firm was again included in the Financial Planner category, reflecting continued visibility and trust within the Lehigh Valley business community.
The Who’s Who in Business list highlights organizations and professionals across the region who are frequently recognized by the community for the work they do and the relationships they build. Morton Brown Family Wealth has appeared on the list each year since 2022.
“Being included on this list for the fifth year is meaningful to us because it reflects the relationships we’ve built over time,” said Katie Brown, Co-Founder and Senior Wealth Advisor. “We’re grateful for the trust our clients place in us and for the opportunity to continue serving families in a way that feels thoughtful and personal.”
Dennis Morton, Co-Founder and Senior Wealth Advisor, added, “We’ve always believed good work is rooted in consistency and care. To be recognized again by the Lehigh Valley is a reminder of the importance of showing up for our clients and our community, year after year.”
The Morton Brown team attended Lehigh Valley Style’s Who’s Who in Business Breakfast, where Cody Demmel, Wealth Advisor, and Maddy Miller, Director of Engagement & Growth, accepted the award on behalf of the firm’s founders. In their remarks, they shared that recognition like this reflects the team’s collective effort behind the work and the strength of the client community they are grateful to serve.
Morton Brown Family Wealth is a registered investment adviser headquartered in the Lehigh Valley, serving individuals and families nationwide. The firm follows a people-first approach, focused on simplifying complexity and helping clients navigate financial decisions with greater clarity and confidence.
The Lehigh Valley Who’s Who in Business award is based on the results of surveys taken with local consumers and business owners. The Firm does not pay a fee to participate in the evaluation process. The award is sponsored by Lehigh Valley Style Magazine and conducted by FieldGoals.US, an independent market research firm. The annual survey obtains information from local residents regarding which business they perceive to be the leader in over 80 different categories. Precautions are taken to ensure that recipients can take the survey only once. Receipt of this award is not indicative of, nor a guarantee of, future investment success. This award should not be construed as an endorsement of Morton Brown Family Wealth by any client. The firm was nominated by third parties. Morton Brown received notice on November 13, 2025, to be listed in the April 2026 issue of Lehigh Valley Style Magazine Who’s Who in Business 2026. The firm was previously recognized in April of 2022, 2023, 2024, and 2025.
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.