Michael Morton (CFP®, ChFC®, RLP)
Michael Morton focuses in the
following client markets or areas of practice:
- Business Owners
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Hourly
- Middle Income Client Needs
- Business Owners
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Hourly
- Middle Income Client Needs
Planning Specialties
Morton Financial Advice clients are typically dual-income households in their 40s and 50s working in technology, biotech, engineering, finance, healthcare, and professional services, balancing demanding careers and growing families.
You want to feel confident in your financial future, but finding the time to make the right decisions is a challenge. That's what I am here for. Being a Registered Life Planner® means I focus on you: your time, energy, dreams, and goals, not just your portfolio. By building small habits, setting the right path, and providing year-round support, we can make sense of your financial resources and put everything to work, smarter, for your future.
We offer three ways to work together: hourly consultations, a fixed-fee comprehensive financial plan, or an ongoing monthly fixed-fee relationship for full, year-round support and investment management. In every case, we are fee-only fiduciaries, which means that 100% of our income comes from clients, never commissions, and there's no minimum in assets or net worth. Together, you and your advisor will cover investments, retirement planning, tax planning, employee and executive benefits.
Additional Information
Mike Morton, CFP®, ChFC®, RLP®, is a fee-only financial advisor for high-earning professionals and busy parents with increasingly complex finances in the greater Boston area and nationwide.
Early in my career, I founded and ran a start-up technology company, eventually selling it to Comcast Corp. From there I founded a second start-up, where I served as Chief Financial Officer and managed projects with AOL, NBA, MTV, and others. I hold an M.S. in Computer Science from Johns Hopkins University and a B.A. in Mathematics from Swarthmore College. I am the author of The Juggling Act and the host of Five Minute Finance, a financial planning podcast launched in 2020.
I live in Harvard, MA, with my wife and three children. We enjoy hiking, camping, running, snowboarding, and obstacle racing. I've played Ultimate Frisbee for decades and coached the youth team in town and previously ran a woodworking/furniture-making business.
NAPFA Start Date
October 08, 2018
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