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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 – just for you.

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Transparent COST

As a fee-only financial advisor, I am only paid by my clients, so who do you think I work for? You can find the flat-fee costs on my 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.

Learn more about Mike

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.

Learn more about Mike
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Morton Financial Advice
5.0
Based on 29 reviews
review us on
Hank DeGroat profile picture
Hank DeGroat
5 months ago
My wife and I couldn't be more pleased with our experience at Morton Financial Advice. What stood out most was the thoroughness. Mike went through every aspect of our financial life together with us, making sure nothing was overlooked. It's rare to find an advisor who genuinely welcomes a second opinion and operates with such transparency. That commitment to honesty is clearly a core value here, not just a talking point. After organizing our goals, we put together a short-term and long-term plan that left us feeling informed, confident, and truly taken care of. Highly recommend Mike and his team to anyone looking for a financial advisor they can actually trust.
Meg Lee profile picture
Meg Lee
5 months ago
Mike Morton has been an exceptional financial planner and a steady, trusted guide as I’ve navigated important financial decisions. He brings deep expertise, clear communication, and a genuine ability to make complex topics feel understandable and manageable. I have especially appreciated his patience, responsiveness, and the thoughtful way he helps me consider both immediate questions and longer-term goals. Mike is knowledgeable without ever being overwhelming, and I always leave our conversations feeling more confident and better informed. I would recommend him highly to anyone looking for wise, personalized financial guidance.
Arielle Jennings profile picture
Arielle Jennings
6 months ago
We loved working with Mike to develop a financial plan! He takes a highly relational approach to financial planning, really taking the time to understand the kind of life you want to build and shaping your financial goals around that. It never feels one-size-fits-all. He’s also incredibly knowledgeable and always available to help, whether it’s a big decision or a quick technical question. Working with him has given me a real sense of clarity and peace of mind. I feel confident that we have a sound plan and clear direction moving forward. Highly recommend!
Dave Murphy profile picture
Dave Murphy
7 months ago
Mike is amazing! For years my wife and I had been putting off finding someone to help us get organized. But with two kids approaching college age, we knew we couldn't afford to wait any longer. We are so glad that we found Mike! He took the time to really get to know us and our particular priorities so that he could tailor a financial plan to our needs. At each step he has explained what he is doing and how it helps us achieve our long term goals and has patiently addressed every question or concern we've had. Most importantly, we can tell how much he truly cares about us as people and not simply as clients or just account numbers. In just a short time with Mike, we've gone from being anxious and unsure about our financial future to feeling confident that we have a solid plan for success. We know we are in good hands with Mike and cannot recommend him highly enough!
William Foulsham profile picture
William Foulsham
7 months ago
Michael Wehling profile picture
Michael Wehling
1 year ago
I found Mike through the Garrett Network after reviewing all the available advisor profiles. He clearly stood out as someone I could trust with sensitive financial information and as a steady guide during a chapter of life when the stakes felt high... ...approaching retirement and a rising junior applying to college. Even in our first exploratory call, Mike quickly earned my confidence through his clarity, expertise, and his grounded, down-to-earth approach. He made short work of the complexity around investment accounts, taxes, and upcoming expenses, helping me focus on what truly mattered. After that first call, I had significantly less stress and a clear, actionable path forward. Choosing to work with Mike was an easy decision, and I can say without hesitation that it was money well spent. I’d recommend him to anyone navigating a major life transition or seeking a clear-eyed view of their financial future.
Rabih Salhab profile picture
Rabih Salhab
1 year ago
My wife and I had a great experience working with Mike. He spent a lot of time understanding our needs and goals, and developed a plan tailored specifically to us. He was very organized and responsive throughout the process. It was always a pleasure meeting with him and discussing our financial situation. We are very satisfied with the financial plan he created for us and would highly recommend Mike as a financial advisor.

These reviews were left on Google Reviews by current and previous clients. No reviewer was compensated.
Reviews are not representative of every client experience. To see all reviews, please visit Google Reviews.

Five Minute Finance:

You're busy. We've got you

Now in its 5th season, Mike’s podcast covers smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information that you can actually follow. Listen to any of the over 200 episodes already produced, and subscribe for new, bi-weekly releases.

Listen • Watch • Subscribe:

Apple Logo for Morton's Podcast about Financial Planning on Apple Podcasts
Spotify Logo for Morton's Podcast about Financial Planning and Wealth Management on Spotify

Featured Episodes

Why the 6-Month Emergency Fund Rule No Longer Works (And What to Use Instead) FIVE MINUTE FINANCE MIKE MORTON

Why the 6-Month Emergency Fund Rule No Longer Works (And What to Use Instead)

The old “three to six months of expenses” rule for emergency funds is outdated. Use the floor-and-runway formula instead, plus learn how much cash is actually too much.

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Maximizing Your Social Security: Is Waiting Worth It? - Five Minute Finance Mike Morton

Maximizing Your Social Security: Is Waiting Worth It?

Most retirees should delay Social Security, not because it maximizes dollars, but because it provides powerful longevity insurance and greater financial security later in life.

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