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I CARE ABOUT YOU AND WHAT MAKES YOUR LIFE UNIQUE.

I show up with my best advice, care, and support to educate you on how to utilize your resources to make your life the most successful it can be.

I founded Morton Financial Advice because I believe that everyone deserves support in their financial lives, no matter your stage in life. I’m extremely passionate about supporting families to reach their life goals, through the critical financial decisions that are part of our daily lives. By creating small habits, setting the correct path, and giving on-going support, together we craft the future as you desire it.

As with any financial advisor, I bring a unique experience to our working relationship. I began my career as a computer programmer and soon thereafter founded a start-up technology company. With my business partners, we built and ran that company for 6 years, eventually selling it to Comcast Corp. From there I founded a second start-up company where I worked as the Chief Financial Officer and managed projects with AOL, NBA, MTV and others. I transitioned from that company when I started a family and wanted to be at home more often.

I live with my wife and three young children in Harvard, MA. We enjoy all outdoor activities including hiking, camping, running, snowboarding, and obstacle racing.

I have played Ultimate Frisbee for decades and coach the youth team in town, ran a professional woodworking/furniture-making business, and host a podcast focused on financial planning.

You only get one life, what could be more important?

You are established and in the middle of your tech career. Your life is busy, filled with friends, family, and the happenings of life. Making important financial decisions is a priority for you, but have realized that there is no time in your day to do it all.

I believe that money is a tool to live the life you want.

Credentials

I am a Certified Financial Planner (CFP®), Chartered Financial Counselor (ChFC®) and Registered Life Planner (RLP®)

2020 – CFP® Certification Curriculum, The American College of Financial Services
2000 – Master of Science, Computer Science, The Johns Hopkins University
1997 – Bachelor of Arts in Mathematics, Swarthmore College

My goal is to make you feel confident in your financial success.

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