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Financial Planning
for Busy Parents

GET Organized

Protect your Family

Grow Your Wealth

overwhelmed with your career, family and finances - struggling to keep it all organized?

You’ve been handling your own finances for years – but now life is very busy and your finances are more complex. You want to feel confident in your financial future.

As working professionals, setting your family up for financial success is a priority. Decisions surrounding stock options, investments, kids and retirement are part of your everyday conversations. The only problem: finding time to make the right financial decisions.

Why choose Morton Financial Advice?

Not all financial advisors are created equal.

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Fiduciary financial advisor

If you had all of my knowledge and experience, what decisions would you make? I am legally obligated to give you great advice.

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Transparent Fees

As a fee-only financial advisor, I am only paid by my clients, so who do you think I work for? You can find fees on our services page so there are no surprises.

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CFP® PROFESSIONAL

Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ Professionals.*

* Source: www.cfp.net, www.cerulli.com

I am Mike, CFP®

After founding two tech start-ups and then spending time as a full-time dad, I decided to launch my own fee-only advisory firm.

I am passionate about using my knowledge and skills to help others be successful on their life journey. I am here to provide you with advice that makes a difference, not just babysit your money.

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recent Podcasts

This week I am joined by special guest Anne Lester to discuss the importance of educating young individuals about finances. In particular, we discuss Anne’s latest book titled Your Best Financial Life: Save Smart Now for the Future You
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Risk: It bears Repeating Anything worth saying is worth repeating. – Humble the Poet We’ve talked about risk many times in the past. In particular, how you view risk. The reason the conversation bears repeating, other than the fact
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Have you heard the news? There are now Bitcoin Exchange-Traded Funds (ETFs)! I can hear your head scratching from here but don’t worry. Matt and I are here to break down these new trade floor offerings on this week’s
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