A complete list of active advisors currently associated with Morton Financial Advice LLC
Warmer can help you find a great advisor at Morton Financial Advice LLC or one who fits your needs even better.
Morton Financial Advice provides financial planning and discretionary investment management primarily for individual and high-net-worth clients, working with a small roster of households. The firm offers both project-based financial planning engagements and ongoing portfolio oversight tailored to clients’ goals and risk tolerances. The firm primarily practices passive investment management using index mutual funds and exchange-traded funds and documents objectives and constraints in an Investment Policy Statement for each client. It also uses fundamental and cyclical analysis as part of its research and operates with discretionary trading authority while directing custody to a third-party provider (Altruist). Unlike most independent peers, the firm does not charge a percentage-of-assets-under-management fee and instead bills on fixed or hourly bases for planning and advisory services. The practice is a single-advisor, virtual operation with a small client base, participates in a network of hourly advisors, does not accept third-party compensation, and discloses that it has no formal continuity plan for the business should the sole owner be unable to continue.
To learn more about the advisors currently working at Morton Financial Advice LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mike Morton
| Harvard, MA
| 7
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")