Sean Roth knows that money isn’t just numbers on a page—it’s personal. It’s about hard work, sacrifice, and the decisions that shape your future. As a financial advisor, he meets people where they are, recognizing that not everyone grew up talking about money. His focus is on building real relationships, helping clients set clear goals, and creating plans that give them the confidence to move forward.
Over the years, Sean has met plenty of people who don’t manage their money well—not because they don’t want to, but because no one ever showed them how.
He relishes the opportunity to start from scratch with clients, breaking things down, identifying goals, and building a plan that helps them move toward financial freedom while securing their future.
Sean has spent years studying risk—not just the risk of investing, but the risk of standing still. He knows that playing it too safe can be just as costly as taking a bad gamble.
“People often think of ‘risk tolerance’ in terms of investments—how much market volatility they can stomach. But true wealth often comes from the willingness to take bold, strategic risks, even when it challenges the status quo.”
SEAN ROTH
In addition to advising clients, Sean is a real estate investor, giving him firsthand experience with navigating market cycles, making tough calls, and managing risk. He brings this same mindset to his work at Morton Brown Family Wealth and to the firm’s Coachable Wealth Podcast, where he connects investing principles to his background as a high school football coach and former All-American fullback. He sees finances like the game he knows best—where strategy, discipline, and the right play calls make all the difference.
Committed to helping others make informed financial decisions, Sean provides financial education in the community, sharing practical insights on wealth-building and risk management. Outside of work, he spends time with his wife and dogs and keeps himself moving—whether it’s training for a Half Ironman, competing in endurance events, or just staying active.
EDUCATION & CERTIFICATIONS
- Chartered Retirement Planning Counselor™
- East Stroudsburg University, Bachelor of Science in Finance
COMMUNITY LEADERSHIP
- East Stroudsburg University, Alumni Board of Directors
- Pennsylvania Sports Hall of Fame – Lehigh & Pocono, Board Member
- ArtsQuest, Audit & Finance Committee
- Allentown West Rotary Club, Member
- Upper Lehigh Lions Club, Member
- Estate Planning Council of the Lehigh Valley, Member
- American Cancer Society Professional Network, Member
- North Parkland Athletic Association, Member
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