Michael Morton

ChFC®

Morton Financial Advice

Founder

Michael Morton

ChFC®

Morton Financial Advice

Founder

To support busy, full-time professionals on their life journey with careful, smart, and custom financial advice. - Michael Morton, ChFC®

Morton Financial Advice offers hourly, fee-only planning and wealth management services. We work ongoing with our clients to implement their plans, continually educate and support their financial success.

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.  As a fee-only, fiduciary, and independent financial advisor, Michael Morton is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

It’s critical that you work well with and trust your financial advisor. It’s an on-going relationship that will ensure you reach your financial goals. By working together, we define your path to enjoy a successful life. Get to know Mike Morton and make sure I’m the right fit for you.


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 also 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.  I 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.  I also enjoy woodworking, designing and creating furniture in my home shop.

Michael 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

Morton Financial Advice offers hourly, fee-only planning and monitoring services. We work closely with our clients to educate and support their financial success. Our process helps define your life goals and together we create a plan to reach them successfully.  Our services are designed to address your immediate and future needs.  Financial planning is a critical component of life planning, providing a foundation for your success in creating an awesome life for you and your family.  At Morton Financial Advice, we provide the support to ensure that you are taking the right steps to secure the future that you desire. 

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

  • Growing Families
  • Business Owners and Executives
  • Novice Investors
  • Retirees and Near Retirees
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Michael Morton is a NAPFA-Registered Financial Advisor

    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.

  • Garrett Planning Network - GPN
    Michael 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.

Contact Michael Morton

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Office Locations:

  • 131 Slough Rd.
    Harvard, MA 01451

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