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Michael Morton, CFP®, RLP®, ChFC


Founder
Morton Financial Advice
131 Slough Rd.
Harvard, MA 01451
United States
Phone: 978-309-9663
Email: mike@mortonfa.com
Website: https://mortonfinancialadvice.com
Training: Active Registered Life Planner® more info

Mike Morton, CFP, ChFC, RLP, is a fee-only financial advisor for high-earning professionals and busy parents with increasingly complex finances in the greater Boston area and nationwide. Morton Financial Advice offers three ways to work together: hourly consultations, a fixed-fee comprehensive financial plan, or an ongoing monthly fixed-fee relationship for full, year-round support and investment management. In every case, we are fee-only fiduciaries, which means that 100% of our income comes from clients, never commissions, and there's no minimum in assets or net worth. Together, you and your advisor will cover investments, retirement planning, tax planning, employee and executive benefits (including equity compensation: RSUs, ISOs, and ESPPs), education planning (529s), wills, trusts, and insurance, with socially responsible investing available for clients who want it.

Specialties
You want to feel confident in your financial future, but finding the time to make the right decisions is a challenge. That's what I am here for. Being a Registered Life Planner means I focus on you: your time, energy, dreams, and goals, not just your portfolio. By building small habits, setting the right path, and providing year-round support, we can make sense of your financial resources and put everything to work, smarter, for your future.

About My Practice
Morton Financial Advice is a fee-only, fiduciary registered investment advisory firm based in Harvard, Massachusetts, founded in 2018 by Mike Morton, CFP, ChFC, RLP. The firm works on published flat fees, earns no commissions, and sells no products. Morton Financial Advice is registered in Massachusetts, Pennsylvania, California, New York, and Colorado (CRD #293530), serves clients across the greater Boston area and works remotely with clients nationwide in states where it is registered or exempt.

About Michael Morton
Early in my career, I founded and ran a start-up technology company, eventually selling it to Comcast Corp. From there I founded a second start-up, where I served as Chief Financial Officer and managed projects with AOL, NBA, MTV, and others. I hold an M.S. in Computer Science from Johns Hopkins University and a B.A. in Mathematics from Swarthmore College. I am the author of The Juggling Act and the host of Five Minute Finance, a financial planning podcast launched in 2020. I live in Harvard, MA, with my wife and three children. We enjoy hiking, camping, running, snowboarding, and obstacle racing. I've played Ultimate Frisbee for decades and coach the youth team in town, and previously ran a woodworking/furniture-making business.

Ideal Clients
Morton Financial Advice clients are typically dual-income households in their 40s and 50s working in technology, biotech, engineering, finance, healthcare, and professional services, balancing demanding careers and growing families.

Industry Start Date
2018