Concierge
Financial Planning
for Busy Parents
who want
Smart Advice
GET Organized
Protect your Family
Grow Your Wealth
overwhelmed with your career, family and finances - struggling to keep it all organized?
You’ve been handling your own finances for years – but now life is very busy and your finances are more complex. You want to feel confident in your financial future.
As working professionals, setting your family up for financial success is a priority. Decisions surrounding stock options, investments, kids and retirement are part of your everyday conversations. The only problem: finding time to make the right financial decisions.
Why choose Morton Financial Advice?
Not all financial advisors are created equal.
Fiduciary financial advisor
If you had all of my knowledge and experience, what decisions would you make? I am legally obligated to give you great advice – just for you.
Transparent COST
As a fee-only financial advisor, I am only paid by my clients, so who do you think I work for? You can find the flat-fee costs on my services page so there are no surprises.
CFP® PROFESSIONAL
Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ Professionals.*
* Source: www.cfp.net, www.cerulli.com
I am Mike, CFP®
After founding two tech start-ups and then spending time as a full-time dad, I decided to launch my own fee-only advisory firm.
I am passionate about using my knowledge and skills to help others be successful on their life journey. I am here to provide you with advice that makes a difference, not just babysit your money.
