Michael Morton, Cfp®, Rlp®, Chfc® Email and Phone Number
Michael Morton, Cfp®, Rlp®, Chfc® work email
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Michael Morton, Cfp®, Rlp®, Chfc® personal email
Michael Morton, Cfp®, Rlp®, Chfc® phone numbers
I help busy parents get (financially) organized and make smart decisions with their money.I love helping new friends with careful, smart, and custom advice so that you can enjoy life now and grow your money for the future. I work closely with only a small number of clients to provide year-round financial planning, life planning, and wealth management. Together, we define your goals and implement a plan to reach them successfully. I am not like any other advisor:✅ I focus on you: your time, energy, dreams, and goals. Not your portfolio.✅ I only work with a small number of clients, so that I am available for email and phone calls when something comes up and you need me.✅ I monitor your financial plan, your net worth, savings goals, tax planning opportunities and more, to ensure that you stay on track throughout the year.✅ I provide year-round financial planning, sending you updates on your plan and important action items just when you need them.✅ I do not charge based on your net worth, or assets invested with me and have no minimums fees.✅ 100% of my income comes from my clients, so whom do you think I work for?By creating important habits, setting the correct path, and giving year-round support, together we ensure your successful financial future. Schedule a friendly conversation to feel the difference today.When I’m not helping people achieve their wildest dreams, I love chatting about technology, start-ups, finances, markets, running, spiritual well-being, and many other topics. Gaining and sharing knowledge with friends brings me endless joy. Please feel free to connect with me on LinkedIn if you’d like to chat about any of these topics. If you're interested in learning more, please connect!✉️ mike@mortonfa.com📞 978.309.9663📅 Ready to chat? Schedule a FREE Get-To-Know-Me Zoom chat: https://calendly.com/mortonfa/intro🎙️ Love Podcasts? Subscribe: https://realfinancialplanning.captivate.fm/listen📧 A weekly 2-minute read, never market commentary BS: https://www.mortonfinancialadvice.com/articles
Morton Financial Advice
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FounderMorton Financial Advice Sep 2018 - PresentHarvard, MaMission: To help busy parents make smart decisions with their money for a successful future.I founded Morton Financial Advice because I believe the value of advice is creating a plan for the future that provides confidence that you are making smart decisions with your money. Either you have a plan of your own, or you become a part of someone else's.I am a fee-only financial planner serving as a fiduciary. I provide comprehensive financial plans, year-round financial advice, and wealth management services. Together, we explore your dreams and goals and create a plan to reach them successfully.
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OwnerM. Scott Morton Jan 2010 - Jan 2020Harvard, MaI have long loved woodworking because it requires attention to detail, design, and craftsmanship, which culminate in beautiful pieces. I believe that crafting and creating with your hands is an innate human desire. I love working with clients to custom design exactly what they want: both the aesthetic and the functionality. As I started and ran this small business, I had to not only design + build furniture but handle all the marketing + sales, project management, customer engagement, and more. -
Founder / CfoThe Electric Sheep Company Jul 2006 - Apr 2012New York, New York, United StatesI co-founded The Electric Sheep Company to design, develop and promote real-time, visual interaction online - way before it was commonplace. We worked with Fortune 500 companies such as AOL, NBA, and MTV so they could better engage with their customers. I handled project management with these large companies to ensure a successful outcome; using my skills to communicate effectively, manage various personalities, and coordinate teams. As the company grew, I became the Chief Financial Officer (CFO). In that role, I was responsible for the investment and investor relations, payroll, budget, and balance sheet. -
Senior DirectorComcast Jun 2005 - Jun 2006Greater Philadelphia AreaWhile at Comcast, I lead the effort to coordinate between teams of software engineers on various projects and senior management within Comcast. I used my skills in software development + project management combined with my small business experience of successfully interacting with high-net-worth individuals, investors, and business owners. I was able to easily interact and communicate with many personalities to coordinate efforts across the company. -
Founder / CtoStreamsage Jan 2000 - Jun 2005Washington D.C. Metro AreaI was a co-founder at StreamSage which grew to a 30+ employee company before successfully being acquired by Comcast. We created software technology to analyze audio and video content and make it searchable, 5 years before Youtube was even started. I grew and managed the software development team and sales engineers while also coordinating with my co-founders and their sales, marketing, and research teams. We interfaced with Venture Capital (VC) firms to grow our business to a successful exit. -
Software EngineerTtc 1997 - 1999
Michael Morton, Cfp®, Rlp®, Chfc® Skills
Michael Morton, Cfp®, Rlp®, Chfc® Education Details
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Math, Computer Science -
Computer Science -
Finance And Financial Management Services
Frequently Asked Questions about Michael Morton, Cfp®, Rlp®, Chfc®
What company does Michael Morton, Cfp®, Rlp®, Chfc® work for?
Michael Morton, Cfp®, Rlp®, Chfc® works for Morton Financial Advice
What is Michael Morton, Cfp®, Rlp®, Chfc®'s role at the current company?
Michael Morton, Cfp®, Rlp®, Chfc®'s current role is Founder at Morton Financial Advice | Crafting personalized financial plans for busy parents.
What is Michael Morton, Cfp®, Rlp®, Chfc®'s email address?
Michael Morton, Cfp®, Rlp®, Chfc®'s email address is mi****@****nfa.com
What is Michael Morton, Cfp®, Rlp®, Chfc®'s direct phone number?
Michael Morton, Cfp®, Rlp®, Chfc®'s direct phone number is +197879*****
What schools did Michael Morton, Cfp®, Rlp®, Chfc® attend?
Michael Morton, Cfp®, Rlp®, Chfc® attended Swarthmore College, The Johns Hopkins University, The American College Of Financial Services.
What are some of Michael Morton, Cfp®, Rlp®, Chfc®'s interests?
Michael Morton, Cfp®, Rlp®, Chfc® has interest in Health.
What skills is Michael Morton, Cfp®, Rlp®, Chfc® known for?
Michael Morton, Cfp®, Rlp®, Chfc® has skills like Furniture, Start Ups, Woodworking, Custom Furniture, Management, Leadership, Business Strategy, Product Management, Social Media, Entrepreneurship, Independent Financial Advice, Business Development.
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