Morton Brown Family Wealth

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/

03/10/2026

Just because your income is above the Roth IRA contribution limits doesn’t mean Roth strategies are off the table.

There may still be planning approaches that can create more flexibility over time, including Roth 401(k)s, Roth conversions, and backdoor contributions.

We created this resource to help explain how these strategies work and when they may come into the conversation as part of a broader financial plan.

Read now:

For many successful savers, Roth accounts can feel out of reach. Income limits often prevent higher-earning households from contributing directly...

03/06/2026

Employee Appreciation Day feels like the perfect time to share this one. 🎳

Team bowling recap:
🏆 Ali and Christian absolutely crushed it
📈 Maddy took home Most Improved
💨 Dennis discovered bowling may actually be a pitching sport

We are so grateful for a team that works hard, shows up for each other, and enjoys spending time together.