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Financial Planning for Entrepreneurs and Tech Professionals

Invest Wisely | Reduce Taxes | Pursue Flexibility

Mission

To support busy, full-time professionals on their life journey with careful, smart and custom financial advice.

Michael Morton is a fee-only financial planner in Harvard, MA.  Morton Financial Advice provides comprehensive financial plans, year-round life & financial advice, and wealth management services.  Our process helps define your goals and together we create a plan to reach them successfully.  Morton Financial Advice serves clients as a fiduciary and never earns a commission of any kind. 


Financial Planning + Wealth Management

I work with a majority of my clients year-round as their financial planning partner on a path to reach their life’s goals. We tackle all aspects of financial planning together, starting with your most pressing concerns. I provide advice and followup to ensure implementation of my recommendations: it only counts if you take action!

Wealth Management Included

For those who don’t want the stress of trading stocks & bonds and managing their own money, good news: this comes standard. I recommend and implement an agreed upon asset allocation investment portfolio. I provide recommendations on your entire portfolio, including those held within retirement accounts, stock option plans or elsewhere. 


Meet Mike, CFP®, ChFC®

It’s critical that you work well with and trust your financial advisor. It’s an ongoing relationship that will ensure you reach your financial goals. By working together, we define your path to enjoy a successful life. 

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