Dennis Morton Named 2025 Advisor of the Year – Northeast by InvestmentNews

Listen to this article

Dennis Morton, Co-Founder and Principal of Allentown-based Morton Brown Family Wealth, has been named the 2025 Advisor of the Year (Regional – Northeast) by InvestmentNews, a national recognition honoring outstanding professionals across the financial advisory industry.

The award celebrates advisors who exemplify leadership, innovation, and client impact, and who are shaping the future of the profession. Regional recipients were selected based on criteria including business growth, community involvement, and the ability to deliver exceptional client experiences.

“This award is not only meaningful to me, but a reflection of the shared mission that drives our entire team,” said Morton. “Advisors have a unique role. We’re part guide, part advocate, part translator. We have the power to inspire change and impact lives. I’m grateful every day for the opportunity to lead in a way that makes that kind of difference.”

Morton co-founded Morton Brown Family Wealth to challenge traditional industry models and create a firm grounded in purpose, trust, and meaningful relationships. A recognized thought leader, he contributes regularly to conversations on behavioral finance, values-based planning, and the evolving role of advisory leadership. He is also an active community leader in the Lehigh Valley, championing initiatives that support local families.

Category winners were announced on June 24, 2025, as part of the annual InvestmentNews Awards event in New York City, where top firms and professionals from across the country were recognized for driving change and excellence in wealth management.

About Morton Brown
Morton Brown Family Wealth is a Registered Investment Adviser headquartered in the Lehigh Valley, Pennsylvania, serving individuals and families nationwide. The firm offers a boutique wealth management experience grounded in personalized planning, fiduciary care, and a mission-driven approach to Financial Confidence Reimagined.

Learn more at www.mortonbrownfw.com.

The 2025 Advisor of the Year (Regional – Northeast) recognition was provided by InvestmentNews. Awardees were announced on April 29, 2025, and the category winners were announced on June 24, 2025. Morton Brown was nominated by a third party and did not pay any compensation to be considered for this award. Methodology and eligibility information can be found at www.investmentnewsawards.com.

Announce your new product launches or updates, company milestones, partnerships & collaborations, industry awards and recognition, events and conferences, corporate social responsibility initiatives, or business updates to our influential audience. Your announcement will be showcased in print and online, as well as in search, so our community stays informed.

Submit your form here