Morton Brown Family Wealth is a Registered Investment Adviser (RIA) that operates on a fee-only basis, acting as a fiduciary for its clients. Founded by Dennis Morton and Katie Brown, the firm provides a holistic approach to financial well-being, focusing on personalized financial planning, investment management, retirement planning, and estate planning for individuals and families. Their mission is to serve as a trusted partner, guiding clients through their financial journeys with objective and comprehensive advice.

Founded in

United States