Morton Brown Family Wealth is pleased to announce that Co-Founder and Senior Wealth Advisor Kathryn Brown was recognized in the 2026 Lehigh Valley Business LVB 300, an annual publication honoring influential leaders who are helping shape the region. Brown was recognized in the Wealth Management category, highlighting professionals dedicated to helping individuals, families, and businesses […]
Morton Brown Family Wealth is pleased to welcome Tia Toppin as Client Experience Associate, further strengthening the firm’s commitment to delivering a thoughtful, relationship-driven client experience. In her role, Tia supports the day-to-day operations that help every client interaction feel seamless, organized, and welcoming. From coordinating schedules to assisting the advisory team behind the scenes, […]
Morton Brown Family Wealth Co-Founder and Senior Wealth Advisor Dennis Morton recently participated as a panelist at the 2026 Veterans Leadership Summit, hosted by the Greater Lehigh Valley Chamber. Dennis joined fellow veteran business leaders to discuss “Shaping from Service to Startup: Turning Military Experience into Business Success,” a conversation exploring how military service prepares […]
Kathryn Brown and Dennis Morton, Co-Founders and Senior Wealth Managers of Morton Brown Family Wealth, were recognized by the Lehigh Valley Community Foundation in its April 2026 Advisor Connection newsletter as part of the organization’s newly launched Professional Advisor Recognition Society (PARS). The initiative was created to honor attorneys, accountants, financial planners, and wealth managers […]
Dennis Morton, Founder and Senior Wealth Advisor at Morton Brown Family Wealth, recently participated in industry discussions at RIA Edge Nashville, a national conference focused on the future of independent wealth management firms. The event brought together advisory firm leaders from across the country to explore topics including leadership, firm growth, technology, operations, and client […]
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 […]
Morton Brown Family Wealth Co-Founder and Senior Wealth Advisor Dennis Morton was featured in a recent InvestmentNews profile examining how military leadership, discipline, and clarity of mission continue to shape his approach to financial advice. In From the Front Lines to the Front Office: Bronze Star Veteran Shares Practice Wisdom, Morton reflects on how his […]
Dennis Morton was recently featured as a guest on the Diamond Podcast for Financial Advisors, hosted by Jason Diamond. In the episode, Building for Continuity: Leadership Lessons from the Battlefield to the Firm, Dennis shares reflections from his unconventional career path, including his time as a U.S. Army officer, and how those early leadership experiences […]
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, […]