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Services

Know the exact cost for the value you receive.

At Morton Financial Advice, we do things differently: We want you to know exactly what it will cost for the value that you will receive.

We do our best to have our costs and value be transparent. We want you to understand the exact process: what we’ll accomplish together, how we’ll do it, what you will receive and what it will cost. That’s the only way for you to make informed decisions. Peruse each of our services to find exactly what is provided and how much it will cost.

Financial Planning & Wealth  Management

starting at: $400 / Month

Is it time to get started with financial planning for yourself and your family? We cover all your critical questions and go soup-to-nuts over your financial life. I help you make the necessary changes along the way towards a succesful future.

This service includes wealth management at no additional cost.

What's Included?



By the Hour(ly) Financial Planning

If you want professional advice and support of your own financial plan and future, I offer advice and services by the hour. This is a great way for do-it-yourself folks to get a second opinion or support. Only pay for the time we spend together.  My rate is $275 / hour with a minimum of a quarter hour.  

Schedule a Free Meeting