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Morton Financial Advice

Morton Financial Advice is a fee-only, fiduciary registered investment advisory firm based in Harvard, Massachusetts, founded in 2018 by Mike Morton, CFP®, ChFC®, RLP®. The firm works on published flat fees, earns no commissions, and sells no products. Morton Financial Advice is registered in Massachusetts, Pennsylvania, California, New York, and Colorado (CRD #293530), serves clients across the greater Boston area and works remotely with clients nationwide in states where it is registered or exempt. Learn more at https://mortonfinancialadvice.com.

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Michael Morton, CFP®, ChFC®, RLP
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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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
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