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 […]
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” […]