Dennis Morton, CFP®, ChFC®

Dennis’ path to advising is unique. In his late twenties, after earning a degree in history, completing four years of military service, and landing a corporate management job, he realized his desire to pursue financial advising. His first role in the financial sector brought him to a Wall Street wirehouse, leaving him dissatisfied with the service he was able to give his clients. Having the “zeal of a convert,” he left the corporate model behind to pursue what he believed mattered most about financial planning — providing guidance that takes into account the whole person, all while being held to the highest fiduciary standards.

As a student of both finance and liberal arts, Dennis sees financial advising as equal parts math and Shakespeare. He takes delight in cutting through the noise to bring simplicity to the numbers — helping clients reimagine what’s possible while recognizing the real emotions that go into financial decision-making.

As a Lehigh Valley transplant, Dennis has built deep roots in the region through leadership and service. He found community by getting involved—mentoring, supporting local organizations, and championing causes close to his heart. Over the years, he has actively contributed to local organizations, using his leadership to support initiatives that strengthen the region. This commitment to service is not just personal; it has shaped the culture of Morton Brown, where giving back and fostering meaningful connections are central to the firm’s mission.

Dennis is a proud husband and father. He and his wife, Gina, have made community involvement an integral part of their family life. With a deep sense of adventure and appreciation for the outdoors, Dennis enjoys trail running, fly fishing, and hiking with his family. A self-taught guitarist, he values the collaboration and connection music fosters—whether playing in a classic rock cover band or enjoying intimate guitar nights with friends. After observing many men his age become deeply immersed in their professional work and drift into isolation as a result, he’s established camaraderie in an intentional network of peers who connect through shared passions and hobbies.