Morton Brown Family Wealth Receives National Recognition as 2025 RIA Team of the Year

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Morton Brown Family Wealth, a Lehigh Valley-based registered investment advisory firm, has been honored by InvestmentNews as the 2025 RIA Team of the Year in the Under 10 Advisors category.

The national award recognizes advisory teams that are redefining excellence in the financial services industry through leadership, innovation, and meaningful impact on the lives of their clients.

“This recognition affirms the vision we set out to build: a firm that places people, purpose, and relationships at the center of wealth management,” said Kathryn Brown, one of the firm’s co-founders. “It feels incredible to be acknowledged by our industry for the work we’re so passionate about every day.”

Awardees were evaluated across a range of criteria, including growth, leadership, innovation, and client service. Morton Brown’s selection reflects the firm’s focus on building deep, values-based relationships and delivering a client experience defined by clarity, confidence, and care.

“We’re proud to be part of a movement that’s changing what wealth management can look like,” added Dennis Morton. “This award is not just a reflection of our progress. It’s a challenge to keep raising the bar for our clients, our profession, and our team, while shining a national spotlight on our region.”

The announcement was made during the InvestmentNews Awards held on June 24, 2025, in New York City, where firms from across the country were celebrated for driving change and elevating standards in financial advice.

This national recognition comes as Morton Brown Family Wealth enters a new chapter of growth, recently relocating its headquarters to the 5th floor of Tower 6 in downtown Allentown. The new office was designed to further enhance the client experience and support future expansion.

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 RIA Team of the Year (Under 10 Advisors) 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 https://investmentnewsawards.com/process/.

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