Morton Financial Group is an independent financial advisory firm that provides comprehensive wealth management services. The company focuses on building long-term client relationships and acts as a fiduciary, prioritizing clients' best interests. Their core services include retirement planning, investment management, estate planning, and insurance solutions, all aimed at helping clients achieve financial independence and their long-term goals. The firm is a member of Kestra Financial Partners, with securities and advisory services offered through Kestra's affiliated entities.

Founded in

Canada