Abby Morton (CFP®, MBA)

Abby Morton focuses in the
following client markets or areas of practice:

Hourly

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Middle Income Client Needs

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Planning Specialties

Abby Turner Morton is a partner and Planning Director at Goldman Financial Planning. Abby serves clients as needed in our Falmouth office, and manages the Bangor office. Abby has provided Fee-Only financial planning services since she first started her business in 2004 as an independent financial planner.

Abby welcomes and enjoys working with clients of all types, regardless of age, assets, or level of financial expertise. By providing comprehensive financial planning services under a project-based or hourly model, Abby offers a unique and flexible approach to building a financial plan. Importantly, because our approach is planning-centric, clients need not already have wealth to begin working on their financial plan. Being able to meet clients where they are in their financial lives is central to how Abby begins a financial planning relationship.

Abby 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 topics that are most important in your current season of life.

Additional Information

Abby has more than 20 years of experience in financial services and is a CERTIFIED FINANCIAL PLANNER™ professional. Abby also holds a Master of Business Administration from the University of North Carolina at Chapel Hill. When not being a Financial Planner, Abby enjoys reading, gardening, cooking, camping, kayaking, hiking, and spending time with her family.