Morton Brown Family Wealth is proud to share that Dennis Morton, Co-Founder and Senior Wealth Advisor, was recently featured as a guest on the Financial Advisor Success podcast with Michael Kitces, one of the most respected voices in the financial advisory industry. In the episode, Dennis joins Michael for an in-depth conversation about leadership, firm […]
Cody Demmel, a Wealth Advisor with Morton Brown Family Wealth, was recently appointed to the Board of Directors for the Lehigh Valley Zoo. The Lehigh Valley Zoo plays a central role in conservation education and community engagement across the region. In his new position, Cody will support the Zoo’s ongoing efforts to promote wildlife conservation, […]
This Veterans Day offered a meaningful homecoming for Morton Brown Co-Founder Dennis Morton. More than 30 years after graduating from Calvert Hall College High School in Baltimore, Dennis returned as the featured speaker for the school’s Military Appreciation Day assembly, a moment that brought his journey of service and leadership full circle. Dozens of veterans […]
Morton Brown Family Wealth is pleased to announce that Alison Ehret has been promoted to Associate Wealth Advisor. Ali joined the firm in 2024, as a Client Service Associate. From day one, she has brought curiosity, initiative, and a thoughtful perspective to the way she partners with both clients and colleagues. Her transition into the […]
Kathryn Brown, Co-Founder and Senior Wealth Advisor, recently participated in the Pennsylvania RIA Summit, hosted by Portfolio Summits at The Notary Hotel in Philadelphia. Katie joined a distinguished panel of industry peers for a discussion on “Integration of Technology and Practice Management for Advisor Success.” The panel explored how technology can enhance firm operations and […]
Dennis Morton was recently invited to join The Alternative Mason podcast, where he shared his path into the financial profession and the beliefs that shape his work today. Dennis enjoys connecting with industry peers and contributing to conversations that move our profession forward, especially around leadership, communication, and the human side of financial decision-making. “You […]
Morton Brown Family Wealth is excited to announce that it has been named the 2025 RIA Team of the Year in the Under 10 Advisors category by InvestmentNews, a national award that spotlights firms redefining excellence in wealth management. This distinction celebrates advisory teams that demonstrate leadership, innovation, and a meaningful impact on clients while […]
We’re proud to share that Dennis Morton has been named the 2025 Advisor of the Year (Regional – Northeast) by InvestmentNews. This recognition celebrates financial advisors who are making a lasting difference in the profession and in the lives of the clients and communities they serve. The annual InvestmentNews Excellence Awards highlight leadership, innovation, and […]
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 […]
Morton Brown Family Wealth is proud to share that Dennis Morton, CFP®, Co-Founder and Principal, was recently awarded the Silver Beaver Award by the Minsi Trails Council, Scouting America. This national honor is presented to adult volunteers for distinguished service to youth. “I was truly surprised and humbled to receive the Silver Beaver Award,” said […]