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Financial Planning
for Busy Parents

Get Organized

Protect your Family

Grow Your Wealth

You’re overwhelmed with your career, family and finances - struggling to keep it all organized.

It’s safe to say your life is busy and your finances are becoming 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.

Fiduciary

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

Transparent Fees

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.

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.

recent Podcasts

Congress’ passing of the Secure 2.0 Act at the end of 2022 provides savvy planners with many new ways to benefit from retirement savings. Join Matt Robison and I this week as I walk through some of the changes
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January’s over and I’d be willing to bet that if you bothered to make a resolution, you probably already broke it, am I right? Resolving to make some significant change in your life can feel overwhelming, not to mention
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People make financial decisions for a plethora of reasons. While we may understand that it makes more sense, financially, to invest extra cash in the market, sometimes pulling the trigger on a lump sum can lead to anxiety and
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