Blogs (view all)
Tips for Setting New Year Financial Goals
The start of a new year naturally invites reflection. For many of us, the past year brought a mix of…
A Practical Guide to Long-Term Care Planning
Most of us hope to stay healthy and independent for as long as possible. Still, as we age, many people…
Philanthropy at Year End
All you can take with you is that which you’ve given away The journey from Thanksgiving to New Year’s Day…
Firm News (view all)
Quarterly Market Recap Events
Market Recap Webinars Bringing clarity to financial headlines when it matters most. In a world of nonstop news and noise,…
Dennis Morton Featured on the Michael Kitces Podcast
Morton Brown Family Wealth is proud to share that Dennis Morton, Co-Founder and Senior Wealth Advisor, was recently featured as…
Cody Demmel Joins Lehigh Valley Zoo Board of Directors
Cody Demmel, a Wealth Advisor with Morton Brown Family Wealth, was recently appointed to the Board of Directors for the…
Podcasts (view all)
Stuck in financial paralysis?Dennis and Katie are back! Kicking off 2025, they’re diving into the mindset shifts that can make all the difference in your...
Why do leaders make the best clients? In this episode of the Simply Why podcast, hosts Dennis Morton and Katie Brown dive into the significance...
Watching your favorite team hit a slump is like seeing your portfolio take a hit in the stock market after a great run. The disappointment...
It’s a real jungle out there. In this episode of Simply Why, Dennis Morton and Katie Brown reflect on Mark Hurley’s whitepaper “Welcome to the...
Does it sound familiar to have a financial plan in place, only to feel like you’re not making any progress toward your long-term goals? You’ve...
If you’re feeling frustrated with the constantly changing predictions about interest rates and the economy, and all the uncertainty around your investment strategies, then you...
Videos (view all)
2025 Thanksgiving Message from Morton Brown Family Wealth
Thank you for being part of the Morton Brown community. From our families to yours, we wish you a warm, joyful, and meaningful Thanksgiving.
Happy Thanksgiving!Show More
2025 Thanksgiving Message from Morton Brown Family Wealth
As we enter this season of gratitude, Katie and Dennis share …
Simply Why Podcast: Embracing Goodness
When everything seems to be at an all-time high—stocks, housing, gold, …
2025 Appreciation Event Video
Dennis Morton and Katie Brown share a special message with our clients …
Morton Brown Family Wealth | IN Awards Feature 2025
Step right up! 🎪 At the 2025 InvestmentNews Awards, we had a little …
Quarterly Market Recap: July 2025
This recording captures our Quarterly Market Recap from Tuesday, July …
Markets and Mindsets | Intentional Wealth Update
What does it really feel like to be a financial advisor during times …