Michael Morton (CFP®)

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

Planning Specialties

About Mike Morton

As with any financial advisor, Mike brings a unique experience to his working relationships. He began his career as a computer programmer and soon thereafter founded a start-up technology company. With a couple of business partners, Mike built and ran that company for 6 years, eventually selling it to Comcast Corp. From there he founded a second start-up company, working as the Chief Financial Officer and also managing projects with AOL, NBA, MTV and others. Mike transitioned from that company when he started a family and wanted to be at home more often.

Additional Information

Mike lives with his wife and three young children in Harvard, MA. He enjoys all outdoor activities including hiking, camping, running, snowboarding, and obstacle racing. Mike has played Ultimate Frisbee for decades and coaches the youth team in town. He also enjoys woodworking, designing and creating furniture in his home shop.

Boy with Toy Chest Custom Wood Bench

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NAPFA Start Date

October 08, 2018


This Office

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