Morton Brown Family Wealth, LLC

EST. AUM
$398,971,327

CONTACTS

CLIENT ACCOUNTS
897

Firm Details

Metro area Philadelphia
CRD Number 292278
Website mortonbrownfw.com
Client types

Overview

Morton Brown Family Wealth, LLC is an independent, fee-only registered investment adviser headquartered in Allentown, Pennsylvania. Founded in 2018 by Dennis Morton Jr. and Kathryn M. Brown, the firm operates under a strict fiduciary standard and serves high-net-worth families, small business owners, and corporate executives. Its philosophy, “Financial Confidence Reimagined™,” emphasizes deeply personalized financial planning that aligns wealth with clients’ values and life transitions. The firm employs fundamental analysis to construct globally diversified portfolios and offers specialized expertise in business succession, legacy planning, and alternative investments, including private and interval funds.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Morton Brown Family Wealth, LLC

Platform Details

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