Blogs (view all)
Thoughts on Target Date Funds
Target date mutual funds are designed to manage risk based on the age at which an investor plans to retire,…
What the One Big Beautiful Bill Means for Your Financial Plan
On July 4th, a major piece of tax legislation was signed into law. While not every provision of the One…
Insurance Coverage Basics: Protecting What Matters Most
When it comes to financial planning, insurance often gets overlooked. But having the right coverage in place is one of…
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, understanding…
Katie Brown Featured on WDIY’s Trailblazers Podcast
Kathryn M. Brown, Co-Founder of Morton Brown Family Wealth, was featured as a guest on WDIY’s Trailblazers podcast with host…
Morton Brown Family Wealth Named 2025 RIA Team of the Year by InvestmentNews
Morton Brown Family Wealth is excited to announce that it has been named the 2025 RIA Team of the Year…
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)
Morton Brown Family Wealth | IN Awards Feature 2025
At Morton Brown Family Wealth, we believe in reimagining the client experience — simplifying complexity so families can thrive with confidence. This video is a lighthearted glimpse into our culture and the values that guide us as we serve our clients and community.
✨ Thank you to InvestmentNews for the recognition, and to our team, clients, and community for being part of this incredible journey.
A special shout-out to The Moxy Allentown for bringing our circus theme to life and making the video such a memorable experience. 🎟
🔹 Learn more: https://mortonbrownfw.com/
🔹 Follow us on LinkedIn: https://www.linkedin.com/company/morton-brown-family-wealth/
Important Disclosures:
Morton Brown Family Wealth was named RIA Team of the Year (Under 10 Advisors) by InvestmentNews. Dennis Morton was also named 2025 Advisor of the Year (Regional – Northeast) by InvestmentNews. Awardees for both recognitions were announced on April 29, 2025, and the category winners were announced on June 24, 2025. Morton Brown and Dennis Morton were both nominated by third parties and did not pay any compensation to be considered for this award. Methodology and eligibility information can be found at https://investmentnewsawards.com/process/.Show More
Morton Brown Family Wealth | IN Awards Feature 2025
Step right up! 🎪 At the 2025 InvestmentNews Awards, we had a little …
Markets and Mindsets | Intentional Wealth Update
What does it really feel like to be a financial advisor during times …
Expectations and Volatility | Intentional Wealth Update
In this video, Dennis and Katie sit down to unpack how expectations …
Finding Certainty in an Uncertain World | Intentional Wealth Update
Uncertainty is a given in life—so why do we expect certainty when it …
2024 Thanksgiving Message
This Thanksgiving, we pause to say thank you to our incredible clients …
2024 Appreciation Event
Dennis Morton and Katie Brown share a special message with our clients …