Morton Brown Family Wealth

09/08/2026

What should you expect from a financial advisory firm? There’s a lot happening behind the scenes that can shape your experience.

Each year, Schwab's RIA Benchmarking Study looks at how advisory firms are growing, staffing their teams, using technology, managing advisor capacity, and dedicating time to clients.

The study is built for the financial advice industry, but the data can offer consumers some interesting clues, too.

At Morton Brown Family Wealth, we participate each year to objectively measure our firm and identify opportunities to keep improving.

What can this year's results tell you about the firm behind your financial advice?

Take a closer look: https://lvb.com/what-should-you-expect-from-a-financial-advisory-firm-this-study-offers-insights/

Morton Brown Family Wealth in Allentown shares insights from Schwab's RIA Benchmarking Study on intentional growth and client-focused financial advice.

08/19/2026

POW! 💥 Team Morton Brown hits the Corporate FunRun!

The mission: Run. Walk. Have fun. Try to keep up with Katie. 🏃‍♀️

Mission accomplished...mostly. 😂

We had a blast spending the evening together at the Corporate FunRun Lehigh Valley. And Katie once again raced her way to a top finish in the women’s category! 🏆

Until the next adventure...

08/18/2026

We're happy to highlight the women of Morton Brown Family Wealth in the August issue of Lehigh Valley Style's Women Who Move the Valley section.

As business owners, professionals, caregivers, partners, and family leaders, women often play an important role in decisions that impact generations. The women of Morton Brown bring their own experiences and perspectives to a team focused on helping families navigate the intersection of money, relationships, and life.

And while she joined us just after the feature came together, we'd be remiss not to include our newest team member, Tia Toppin, in celebrating the women of Morton Brown!

We're grateful for all these women bring to our clients, our firm, and the Lehigh Valley community.

08/11/2026

Congratulations to Katie Brown on being recognized in the 2026 Lehigh Valley Business LVB 300 in the Wealth Management category! 🎉

The LVB 300 recognizes influential business leaders helping shape the Greater Lehigh Valley. For Katie, that impact includes more than 25 years of helping individuals and families navigate important financial decisions and building a firm rooted right here in the Lehigh Valley.

In our latest news story, we're sharing more about Katie's recognition and why our commitment to remaining independent matters to the families we serve.

Read more: https://mortonbrownfw.com/firm-news/kathryn-brown-recognized-in-2026-lvb-300/

Congratulations, Katie, and to all of this year's LVB 300 honorees!



𝘛𝘩𝘦 𝘓𝘝𝘉 300 𝘪𝘴 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵𝘭𝘺 𝘤𝘶𝘳𝘢𝘵𝘦𝘥 𝘣𝘺 𝘓𝘦𝘩𝘪𝘨𝘩 𝘝𝘢𝘭𝘭𝘦𝘺 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴. 𝘔𝘰𝘳𝘵𝘰𝘯 𝘉𝘳𝘰𝘸𝘯 𝘍𝘢𝘮𝘪𝘭𝘺 𝘞𝘦𝘢𝘭𝘵𝘩 𝘢𝘯𝘥 𝘒𝘢𝘵𝘩𝘳𝘺𝘯 𝘉𝘳𝘰𝘸𝘯 𝘥𝘪𝘥 𝘯𝘰𝘵 𝘱𝘢𝘺 𝘵𝘰 𝘣𝘦 𝘤𝘰𝘯𝘴𝘪𝘥𝘦𝘳𝘦𝘥 𝘧𝘰𝘳 𝘰𝘳 𝘳𝘦𝘤𝘦𝘪𝘷𝘦 𝘵𝘩𝘪𝘴 𝘳𝘦𝘤𝘰𝘨𝘯𝘪𝘵𝘪𝘰𝘯. 𝘙𝘦𝘤𝘰𝘨𝘯𝘪𝘵𝘪𝘰𝘯 𝘪𝘴 𝘯𝘰𝘵 𝘪𝘯𝘥𝘪𝘤𝘢𝘵𝘪𝘷𝘦 𝘰𝘧 𝘰𝘳 𝘢 𝘨𝘶𝘢𝘳𝘢𝘯𝘵𝘦𝘦 𝘰𝘧 𝘧𝘶𝘵𝘶𝘳𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘴𝘶𝘤𝘤𝘦𝘴𝘴 𝘢𝘯𝘥 𝘴𝘩𝘰𝘶𝘭𝘥 𝘯𝘰𝘵 𝘣𝘦 𝘤𝘰𝘯𝘴𝘵𝘳𝘶𝘦𝘥 𝘢𝘴 𝘢 𝘤𝘭𝘪𝘦𝘯𝘵 𝘦𝘯𝘥𝘰𝘳𝘴𝘦𝘮𝘦𝘯𝘵. 𝘒𝘢𝘵𝘩𝘳𝘺𝘯 𝘉𝘳𝘰𝘸𝘯 𝘸𝘢𝘴 𝘭𝘪𝘴𝘵𝘦𝘥 𝘪𝘯 𝘵𝘩𝘦 𝘓𝘝𝘉 300 𝘪𝘯 𝘑𝘶𝘭𝘺 2026. 𝘍𝘰𝘳 𝘮𝘰𝘳𝘦 𝘪𝘮𝘱𝘰𝘳𝘵𝘢𝘯𝘵 𝘥𝘪𝘴𝘤𝘭𝘰𝘴𝘶𝘳𝘦𝘴, 𝘷𝘪𝘴𝘪𝘵 𝘮𝘰𝘳𝘵𝘰𝘯𝘣𝘳𝘰𝘸𝘯𝘧𝘸.𝘤𝘰𝘮/𝘪𝘮𝘱𝘰𝘳𝘵𝘢𝘯𝘵-𝘥𝘪𝘴𝘤𝘭𝘰𝘴𝘶𝘳𝘦𝘴.

Kathryn Brown, Co-founder of Morton Brown Family Wealth, has been recognized in the 2026 Lehigh Valley Business LVB 300 for leadership in wealth management.

08/04/2026

✨ Please join us in welcoming the newest member of the Morton Brown Family Wealth team!

We're excited to introduce Tia Toppin, our new Client Experience Associate.

Tia joins us with a background in hospitality and customer experience, along with a genuine passion for making people feel welcomed, valued, and cared for. From the first phone call to every visit to our office, she'll help create the thoughtful experience our clients have come to expect.

We're thrilled to have Tia on board and can't wait for you to meet her. Be sure to say hello the next time you visit or give us a call!

07/22/2026

Dennis Morton participated in the 2026 Veterans Leadership Summit, hosted by the Lehigh Valley Chamber, where veteran business leaders shared their experiences transitioning from military service to entrepreneurship.

The conversation centered on leadership, resilience, partnership, and the importance of surrounding yourself with the right people.

We're grateful for opportunities to support our local veteran community and to be part of conversations that encourage and inspire future business leaders.

Read more about this inspiring event: https://mortonbrownfw.com/firm-news/dennis-morton-shares-veteran-entrepreneurship-insights-at-leadership-summit/

07/14/2026

Every market tells a story. But is it the whole story?

It's easy to let headlines shape how we feel about the markets. The challenge is that the story making the news isn't always the same story the markets are telling.

Join us for our next Quarterly Market Recap as we look beyond the headlines, separate perception from reality, and discuss what really shaped the markets this quarter.

📅 Tuesday, July 21st
🕒 12:00pm EST
🔗 How to join: https://mortonbrownfw.com/firm-news/market-recap/

Whether you're a client, friend, or simply interested in what's happening in the markets, we'd love to have you join us.

Bringing clarity to financial headlines—when it matters most. In a world of nonstop news and noise, understanding what’s really driving the markets can be challenging. That’s why we host live 30…

07/13/2026

Happy National Simplicity Day!

Some of the most thoughtful financial strategies are also the easiest to understand. The goal isn't to make things more complicated. It's to make them more intentional.

In this episode of the Simply Why Podcast, Dennis and Katie discuss how to identify unnecessary complexity in your financial life and why simplifying doesn't mean sacrificing sophistication.

🎧 Listen here:

Dennis and Katie share how to tell if you have more complexity than you need and the mindset needed to embrace more simplicity in your financial life.

07/01/2026

Happy work anniversary, Ali! 🎉 Two years ago, Ali joined the Morton Brown Family Wealth team, and we're so grateful she did.

Since then, she's become an important part of the experience we strive to create for every client. Her positive attitude, thoughtful approach, and willingness to learn make a difference every day.

🏔️ Fun fact: Ali has a serious case of wanderlust. She loves exploring new places, staying active outdoors, and isn't afraid to set out on a solo adventure.

Please help us congratulate Ali on two wonderful years. Here's to many more!

06/24/2026

Mental toughness is earned. 💪 Not through one defining moment, but through the experiences that shape us and the people who help us along the way.

Dennis and Katie recently joined Dr. Rob Bell on the Mental Toughness Podcast for a conversation about some of those experiences. They reflected on building Morton Brown Family Wealth, navigating personal and professional challenges, and the values that continue to guide our firm today.

🎥 Watch on YouTube: https://youtu.be/lXHapqKIP0w?si=R7R2CgL_00w9MO3M

🎧 Or find Mental Toughness with Dr. Rob Bell wherever you listen to podcasts.

🎤 Dennis Morton & Katie Brown Mental Toughness Podcast w/ Dr. Rob B...