Abby Morton
MBA, CFP®
Gather Financial® Planning
Partner | Planning Director
Abby Morton
MBA, CFP®
Gather Financial® Planning
Partner | Planning Director
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Abby Morton, MBA, CFP®
Fee-Only financial planner located in Bangor, ME, serving clients locally and across the country
Abby Morton is a Bangor, ME fee-only financial planner. Gather Financial® Planning provides holistic financial planning, ongoing support and truly trustworthly advice to help everyday people organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Abby Morton is never paid a commission of any kind, and has a legal obligation to provide unbiased and credible financial advice.
Abby Turner Morton is a partner and planning director at Gather Financial® Planning, bringing to the company more than 20 years of experience in financial services. Abby has been providing fee-only financial planning services since 2004 when she started her own business as an independent financial planner.
Abby joined forces with her friend and colleague Michael Goldman and the Gather Financial® Planning team in 2018. Their like-minded values and commitment to providing accessible financial planning and advice made it easy to integrate Abby’s firm with Gather Financial® Planning. Abby manages the company’s Bangor office and serves clients as needed in the Falmouth office.
Abby welcomes and enjoys working with clients of all types, regardless of age, assets or level of financial expertise. Her comprehensive financial planning services are available using a project-based or hourly model, giving clients added flexibility. Because Gather Financial® Planning’s approach is planning-centric, clients are not required to have wealth to begin working on their financial plan. The ability to meet clients where they are in their financial lives is central to how Abby begins a financial planning relationship.
Clients can receive assistance with their investments, retirement planning, cash flow and budgeting, debt reduction, and much more. Clients help create their own financial plans and collaboratively provide direction to address areas that are most important in their current season of life. Because Abby’s compensation comes directly from her clients, her only responsibility is to her clients.
As a member of the Garrett Planning Network, Abby is committed to the fee-only model of providing independent, objective financial planning services and advice to people from all walks of life. She is also a member of the National Association of Personal Financial Advisors (NAPFA), a professional organization promoting fee-only, client-centered comprehensive financial planning
Abby holds an MBA from the University of North Carolina at Chapel Hill. When she is not serving her clients, she enjoys reading, gardening, cooking, camping, kayaking, hiking and spending time with her family.
Click here to learn more about becoming a Gather Financial® Planning client
Abby Morton is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Gather Financial® Planning is a fee-only advisory firm based in Maine, serving clients nationwide. Our team specializes in making truly trustworthy advice available to everyday people. You can get as much assistance as you want — from a one-time planning project to ongoing support for all aspects of your financial life. We are financial help professionals who serve as trusted partners to everyday people by providing coaching, planning, and support throughout the financial life journey.
OUR FOCUS IS ON PEOPLE, NOT JUST THE NUMBERS.
At Gather Financial® Planning, we're here to act in your best interest, create a custom plan for you and provide the coaching you need to make that plan a reality. We work together with you so the numbers fall into place. Our unique approach combines sound financial principles with an understanding of human nature. We founded the firm to give everyday people access to trustworthy financial advice. We believe financial success is for everyone.
Gather Financial® Planning provides truly trustworthy advice tailored to your needs and goals. As a fee only advisory, the firm does not sell stocks, annuities or insurance policies and does not receive commissions or kickbacks for recommending certain financial products. We work just for you because we are paid just by you! Because there are no minimum asset requirements, we can assist clients who need top-notch financial advice but cannot get it elsewhere.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Abby Morton is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Abby Morton is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Abby Morton is a member of the Garrett Planning Network. Click here to learn more.Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
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Abby Morton is a Money Quotient Trained Financial AdvisorMoney Quotient is a 501(c)(3) non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.
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Abby Morton is a Featured Advisor in Divorce Magazine
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Abby Morton is Quoted on Bangor Daily News: "How to Know if You Are Ready to Buy a Home?"
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Abby Morton was a Featured Speaker at the 2017 Annual Garrett Planning Network Retreat
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Abby Morton is Quoted in the Wall Street Journal: "The Financial Books That Should Be on Your Summer Reading List"
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Abby Morton is Quoted in MarketWatch: "5 expenses you don’t plan for, but should"
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Abby Morton is a Guest on XYPN Radio: "Scaling Your Compliance Program"
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Abby Morton is Quoted on INFORUM: "Unexpected expenses: Failure to plan for unforeseen costs can hurt household budget, lead to financial crises"
Contact Abby Morton
Office Locations:
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67 Pine Street
Suite 1
Bangor, ME 04401 -
19 Northbrook Drive
Falmouth, ME 04105
