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 […]
Morton Brown Family Wealth is proud to announce that Kathryn Brown, Co-Founder and Principal, has been named to the 2025 Lehigh Valley Business Power 100 list. Compiled annually by the Lehigh Valley Business editorial team, The Power 100 recognizes influential leaders across the region who are shaping the Lehigh Valley’s future. From education and healthcare […]
Morton Brown Family Wealth is proud to announce that Sean Roth was recently appointed to East Stroudsburg University’s Alumni Association Board of Directors. The 26-member panel of directors works to engage, connect, support, and celebrate alumni and friends of ESU. Made up of alumni who reside across the U.S., the board promotes programs and events […]
Morton Brown Family Wealth is proud to announce that Cody Demmel successfully completed the Leadership Lehigh Valley (LLV) program as a member of the class of 2024. Cody participated in LLV’s comprehensive 10-month leadership immersion program designed to prepare future leaders for impactful roles within their organizations and communities. Leadership Lehigh Valley is a transformative […]
After six years of dedicated service, we celebrate the retirement of Patricia Gundling, our valued Director of Operations. Pat has been with us since the early days of Morton Brown Family Wealth, joining as one of our first hires. Her journey here has been marked by an unwavering commitment to excellence and a versatile approach […]
Morton Brown Family Wealth has been awarded on the USA Today list of Best Financial Advisory Firms 2024. This prestigious award is presented by USA Today and Statista Inc., the world-leading statistics portal and industry ranking provider. The awards list was announced on April 23, 2024, and can currently be viewed on the USA Today […]
Morton Brown Family Wealth announces a groundbreaking partnership with Shaping Wealth. Led by internationally acclaimed author and behavioral finance expert Dr. Brian Portnoy, Shaping Wealth is the world’s premier learning and development platform for the financial services industry. This collaboration positions Morton Brown to embark on this journey with Shaping Wealth towards providing “human first” […]
Morton Brown Family Wealth has been awarded on the USA Today list of Best Financial Advisory Firms 2023. This prestigious award is presented by USA Today and Statista Inc., the world-leading statistics portal and industry ranking provider. The awards list was announced on April 26th, 2023, and can currently be viewed on the USA Today website. […]
Lehigh Valley Business released its Power 30 for Banking and Finance listing Dennis Morton Jr., CFP®, ChFC® and Kathryn M. Brown, CFP®, ChFC®, Co-Founders and Principals of Morton Brown Family Wealth. The publication chose to recognize those financial professionals “who shape our communities and influence our quality of life through the banking and financial institutions […]
Morton Brown Family Wealth is proud to announce that Cody Demmel, CFP® has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. We recognize Cody’s hard work and achievement in earning his Certified […]