Skip to content

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.

Fiduciary Financial Advisor Icon

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.

Icon of Two Dollar Bills - Representing the Fee-Only Financial Advisor's Transparent Fees

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.

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.

Certified Financial Planner (CFP) Logo
Registered Life Planner (RLP) Logo
Chartered Financial Consultant (ChFC) Logo

recent Podcasts

Three Advanced Strategies for the 529 Education Account: Want to supercharge your savings? Look no further than 529 Education Savings Plans!  If you’re intrigued by the idea of making the most of your 529 accounts, I have just the
Listen now
When it comes to saving for education, 529 accounts have long been a go-to option for many families. These tax-advantaged accounts allow you to set aside funds for educational expenses, and any earnings within the account grow tax-free. While
Listen now
In today’s fast-paced world, many of us find ourselves living life on autopilot, following a checklist of societal expectations without truly examining what brings us fulfillment and joy. The recent trend of prioritizing external achievements over internal well-being is
Listen now

Want to Make Smart Decisions and Start Maximizing your 401k?

Sign up to recieve my guide, learn how to save on taxes and increase the money in your pocket.