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, ongoing 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.
Hourly Planning & Full Financial Plan
Do you have enough to retire? Do you want a review of your plan for the future? Are you not sure where to start with investing? I work “by the hour” to address your most pressing questions and needs. We can literally cover this within a meeting or define a limited scope of work where I provide an up-front quote for the work involved.
Accountable Financial & Life Planning
I work with a majority of my clients ongoing 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 Services
For those who don’t want the stress of trading stocks & bonds and managing their own money, I offer a flat-fee wealth management service. 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, 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.
