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” […]
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 […]
We had 75 phone calls to make and no one on our list was expecting a call from their financial advisor that day. There was no one in our office to hear the conversations since we had yet to hire our first employee. When Katie Brown and I sat down that morning in spring 2018 […]
My family’s commitment to helping build the Reilly Children’s Hospital at Lehigh Valley Health Network was recently profiled in the hospital’s Generosity report for Winter 2019. This project has given my wife, Gina, and I purpose and a way to remember an important member of our family: Our son, Teddy. Here is the article as […]