Morton Brown Family Wealth

06/05/2026

Dennis and Katie were proud to participate in this year's Lehigh Valley Health Network Golf Classic, in support of the Lehigh Valley Orthopedic Institute and its mission to get people back to the activities they enjoy most

We're grateful for opportunities to come alongside others who are committed to making a difference close to home.

The day also included an unofficial contribution of four golf balls donated somewhere around the course at Saucon Valley Country Club. ⛳😄

06/03/2026

🌱 The strongest organizations are built with intention.

This spring, Dennis Morton joined industry leaders at RIA Edge Nashville to discuss how culture, leadership, and thoughtful processes can help firms grow while staying true to their purpose.

As part of the conference, Dennis participated in the panel, Culture as a Growth Engine: How RIAs Win Through People, Process and Purpose, and shared his perspective on building organizations that support both team members and the people they serve.

He also sat down with The Pinnacle Group for an interview on these topics and the role culture plays in long-term growth.

We're grateful for opportunities to contribute to conversations that challenge our industry to keep learning, improving, and evolving.

Read more and watch the interview: https://mortonbrownfw.com/firm-news/dennis-morton-participates-in-leadership-and-growth-discussions-at-ria-edge-nashville/

Dennis Morton, Founder and Senior Wealth Advisor at Morton Brown Family Wealth, recently participated in industry discussions at RIA Edge...

05/29/2026

We’re grateful to be part of a community that continues to support and grow alongside us. 🌱

Morton Brown Family Wealth was again recognized on Lehigh Valley Style’s Who’s Who in Business list for 2026 in the Financial Planner category, marking five consecutive years of recognition.

Thank you to our clients, partners, and friends for the trust you place in our team. We’re proud to continue building meaningful relationships here in the Lehigh Valley and beyond.

Read more: https://mortonbrownfw.com/firm-news/morton-brown-recognized-again-on-whos-who-in-business-list-for-2026/

05/22/2026

Remembering and honoring the men and women who gave their lives in service to our country this Memorial Day weekend.

Thinking of the families who carry their memory forward every day. ❤️🤍💙

05/20/2026

In this episode of the Simply Why Podcast, Dennis and Katie discuss the “warning signs” they are seeing as private equity, technology, succession planning, and staffing shortages all converge at the same time.

It’s a conversation about accountability, relationships, growth, and why the human side of advice still matters deeply.

🎧 Watch now or listen on your favorite podcast app:

This episode of the Simply Why Podcast explores a growing shift happening across professional services and the financial industry. Dennis and Katie discuss t...

05/05/2026

This quarter’s offsite gave us time to step back and talk about how we show up for the families we serve. We focused on being true advocates…asking good questions, staying responsive, and making sure our services are always grounded at a human level.

We also worked through ways to make things smoother behind the scenes, especially for new clients getting started.

And of course, we wrapped up the day enjoying some time together, with a few team members walking nine at Lehigh Country Club. ⛳

We’re grateful for a team that cares about the work and about each other.

04/29/2026

We had a fun night out at the Lehigh Valley IronPigs game with our team and our families ⚾️

So grateful for a team that genuinely enjoys being around each other. It carries into everything we do, and we think that matters.

04/17/2026

Dennis and Katie were generously invited as guests to attend the Allentown Art Museum Gala, a celebration of the arts in the Lehigh Valley. 🎨✨

With the Allentown Art Museum continuing to evolve and invest in its future, it is exciting to see how spaces like this create connection, spark new ideas, and bring people together.

03/20/2026

Proud to support Valley Youth House at this year's Setting the Stage event. Katie Brown, who serves on the Board of Governors, shared a few remarks and welcomed guests. It was a meaningful way to be part of something that’s creating real impact in our community. Celebrating alongside Martin Guitar and closing out the night with Rod Stewart at the PPL Center made it a memorable one.

For many of the families we serve, giving back is an important part of how they think about their time, resources, and legacy. We’re grateful to support organizations doing this kind of work right here in the Lehigh Valley.

03/11/2026

What three words will define your year?

Dennis and Katie talk about this simple exercise in the newest Simply Why Podcast episode. Each year they choose three words to guide how they lead the firm and serve the families they work with.

It’s a small idea that often leads to bigger clarity.

🎧 Listen or watch here: https://mortonbrownfw.com/simply-why-podcast/three-words-2026/