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 […]
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 […]
Dennis Morton and Katie Brown, Founders and Senior Wealth Advisors of Morton Brown Family Wealth, were recently featured on the Barron’s Advisor Podcast hosted by Steve Sanduski, where they discussed the firm’s growth, philosophy, and long-term vision. During the conversation, the two shared how the firm was intentionally built around a planning-first approach. As Katie […]
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 […]