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Morton Brown Family Wealth Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Morton Brown Family Wealth operates as a registered investment adviser offering a boutique, client-centered wealth management experience. It frames financial planning as an integrated process that blends money, relationships, and life rather than a simple balance sheet.

Serving business leaders, executives, and families seeking clarity, confidence, and connection, the firm is headquartered in the Lehigh Valley region of Pennsylvania and serves clients nationwide. It seeks to simplify financial planning and deliver lasting confidence by acting as a trusted partner rather than a traditional advisor. Recent developments include recognition on the 2026 Who's Who in Business list and the promotion of Alison Ehret to Associate Wealth Advisor.

Find Morton Brown Family Wealth employees' phone numbers or email addresses

Morton Brown Family Wealth Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Morton Brown Family Wealth's Leadership

  • Stylized image of a person
    D. M.
    Founder & Senior Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. B.
    Founder & Senior Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. M.
    Founder And Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. H.
    Financial Advisor, Founder, Managing Member, Partn
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. M.
    Director Of Engagement & Growth
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. S.
    Director Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. D.
    Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. D. K.
    Financial Planning Strategist
    Phone icon
    Mobile Phone

Morton Brown Family Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Morton Brown Family Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. M.
    Founder & Senior Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 08, 2026
  • Stylized image of a person
    K. B.
    Founder & Senior Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 10, 2026
  • Stylized image of a person
    D. H.
    Financial Advisor, Founder, Managing Member, Partn
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    D. M.
    Founder And Principal
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 08, 2026
  • Stylized image of a person
    M. M.
    Director Of Engagement & Growth
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    May 10, 2026
  • Stylized image of a person
    M. S.
    Director Of Operations
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Apr 14, 2025
  • Stylized image of a person
    C. D.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 08, 2026
  • Stylized image of a person
    J. D. K.
    Financial Planning Strategist
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Jun 08, 2026
  • Stylized image of a person
    K. G.
    Client Relationship Associate
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 25, 2026
  • Stylized image of a person
    A. E.
    Associate Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Apr 13, 2026

Frequently Asked Questions

What is Morton Brown Family Wealth known for?

Minus sign iconPlus sign iconMorton Brown Family Wealth was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 600 West Hamilton Street Suite 510 Allentown, Pennsylvania United States. Explore Morton Brown Family Wealth's company overview page for more information.

What is Morton Brown Family Wealth's most common email format?

Minus sign iconPlus sign iconMorton Brown Family Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Morton Brown Family Wealth email formats with LeadIQ.

How many employees does Morton Brown Family Wealth have currently?

Minus sign iconPlus sign iconMorton Brown Family Wealth has approximately 10 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Morton Brown Family Wealth's key employees and leadership?

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As of June 2026, Morton Brown Family Wealth's key employees include:

  • Founder & Senior Wealth Advisor: D. M.
  • Founder & Senior Wealth Advisor: K. B.
  • Founder And Principal: D. M.
  • Financial Advisor, Founder, Managing Member, Partn: D. H.
  • Director Of Engagement & Growth: M. M.

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