Cody Demmel, CFP®

Cody Demmel approaches financial advising with optimism and empathy, helping individuals and families feel confident about their financial future. He prioritizes proactive communication, frequent touchpoints, and detailed financial projections to help clients see the full picture of retirement aligned with their personal goals.

Cody finds deep fulfillment in guiding families through every stage of wealth management, from enjoying retirement to building a lasting legacy.

At Morton Brown, Cody thrives in a collaborative culture where he partners with seasoned advisors and strategists to deliver dynamic, client-focused financial planning. He builds deep, trusted relationships with clients, creating a space for open conversations and sound financial decisions.

“Being an investor means looking long-term at performance and goals, rather than short-term wins. Sometimes the market has to break down a bit for it to come back stronger.”

CODY DEMMEL

A sports enthusiast, Cody makes finances and investing relatable and accessible in Morton Brown’s Coachable Wealth Podcast. A lifelong soccer player, Cody applies the same discipline and strategic mindset to financial planning. While some see investing as a game, he views it as a pursuit that requires time, effort, and a team-oriented approach to truly level up.

Husband to Courtney and dog dad to Stanley and Finnley, Cody enjoys being active in the Lehigh Valley community. When he’s not at local parks throwing balls for the dogs or on the soccer field, you can find him tending to his saltwater reef aquarium, perfecting his golf swing, or watching sports at home. A Lehigh Valley native, Cody is committed to staying engaged in the community and contributing to the region’s growth as a great place to live, work, and play

EDUCATION & CERTIFICATIONS

CERTIFIED FINANCIAL PLANNER^®
Shippensburg University, Bachelor of Arts in Personal Financial Planning

COMMUNITY LEADERSHIP

Greater Lehigh Valley Chamber of Commerce, Young Professionals Council, Board Member
Northampton Community College, Leadership Lehigh Valley
Estate Planning Council of the Lehigh Valley, Member

Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER^® and CFP^® in the U.S. The ChFC^® is the property of The American College, which reserves sole rights to its use and is used by permission.