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, year-round 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.
I work with a majority of my clients year-round 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!
Wealth Management Included
For those who don’t want the stress of trading stocks & bonds and managing their own money, good news: this comes standard. 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.