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Fee-only 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.

Icon of a diploma representing Certified Financial Planner (CFP) Certificate.


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

* Source:,

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

1) How can you beat the stock market? Low-cost index funds can help you beat the stock market by providing diversification and low fees. Index funds are designed to replicate the performance of a particular index, such as the
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I’ve talked about Health Savings Accounts (HSA’s) in the past but it was time for Matt Robison and I to revisit one of my favorite retirement accounts. You read that correctly, HSA’s are great vehicles for retirement savings. Here’s
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You don’t need a ninja suit and a broom to sneak through this clean back door and “steal” an extra $10k.  Many of my clients see the income limit for contributing to a Roth IRA ($150k/year single; $228k/year married)
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