Morton Financial Advice

I help clients understand what parts of their lives are truly important to them and then align their resources to do more of those things. 

Mike really enjoys the process of supporting individuals and families in their journey to financial success. By working as a fee-only, hourly advisor Mike is accessible to clients of all types regardless of age, assets, or level of financial expertise. Mike offers a variety of services that provide starting points for clients depending on their needs.

It's important that you understand the value of the service that you receive. Mike provides transparent pricing and clearly defines the process, value, and information that you will receive. There are no hidden fees or commissions. Because Mike's only compensation comes directly from his clients, he is fully aligned with their interests and strives to provide the best possible experience.

Mike can help clients with investments, retirement planning, cash flow/budgeting, debt reduction, to name just a few topics. As a client, you help create your financial plan and collaboratively provide direction for the goals and topics that are most important for your life. By creating small habits, setting the correct path and giving ongoing support, together we craft the future as you desire it.

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Advisors at this Office

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This Office

131 Slough Rd. Harvard, MA 01451 Phone: (978) 309-9663

Primary Office

131 Slough Rd. Harvard, MA 01451 Phone: (978) 309-9663