To support busy, full-time professionals on their life journey with careful, smart and custom financial advice.
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. Morton Financial Advice serves clients as a fiduciary and never earns a commission of any kind.
Do you have enough to retire? Do you want a review of your plan for the future? Are you not sure where to start with investing? I work “by the hour” to address your most pressing questions and needs. We can literally cover this within a meeting or define a limited scope of work where I provide an up-front quote for the work involved.
I work with a majority of my clients ongoing as their financial planning partner on a path to reach their life’s goals. We tackle all aspects of financial planning together, starting with your most pressing concerns. I provide advice and followup to ensure implementation of my recommendations: it only counts if you take action!
For those who don’t want the stress of trading stocks & bonds and managing their own money, I offer a flat-fee wealth management service. I recommend and implement an agreed upon asset allocation investment portfolio. I provide recommendations on your entire portfolio, including those held within retirement accounts, stock option plans or elsewhere.