Morton Financial Advice

"Mike is a knowledgeable and caring financial advisor, and a wonderful person to boot. I highly recommend him. When we first hired Mike, my partner and I were six months away from the birth of our first child. We knew we had a lot to straighten out in our financial lives. Mike walked us through everything we needed to think about and set up - investments, HSAs, 529 plans, insurance, living trust planning, taxes...the works! Mike was very responsive, no question was dumb, and he helped keep us focused on the most important piece: living the lives we want. We were also impressed with Mike's openness and honesty about his expertise and where we should seek out other experts. And the one time we had some constructive feedback, Mike took it seriously, didn't get defensive at all, and came back with a solution that worked great. Mike's confidence and maturity shine through. I'm very grateful we found him."

"My wife and I partook in Mike's three-part life planning sessions and came away very impressed. He has a remarkable, almost therapist-like ability to help you drill into and focus on your life/financial goals, visualize them, and break down exactly how you can get there. Dare I say it can even be an emotional experience. If you do the life planning as a couple, it may even help you learn a bit more about the goals and ambitions of your partner, as Mike gives equal time for both of you to talk uninterrupted. Mike's unique brand of financial planning makes for a memorable, valuable experience that I would wholeheartedly recommend."

"Mike has helped us map out both our short-term and long-term plans as a family and done with a lot of thoughtfulness and attention to detail. We sleep a little better at night knowing we're making informed decisions when it comes to the long-term financial security of our family and that everything is in good order. It has been a better experience than we could have ever hoped and we're so glad that we made the choice to work with him."

"If you're looking for an honest, unbiased, knowledgeable financial advisor to maximize and simplify your financial affairs, look no further. Mike is a pleasure to work with, he genuinely cares about his clients and he excels at helping us see the big picture in our financial decisions and not get lost in the weeds of the many different financial instruments out there. He also has helped us look through other aspects of our lives that could have significant financial impact - our insurance policies, wills, etc and has helped us start to tackle them without making it feel overwhelming."

"Mike has been an exceptional partner in our financial planning over the past year and a half that we have been working with him. He really took the time to get to know us when we first met him. He asked questions that made us appreciate his thoughtfulness, creativity, knowledge and professionalism. Mike has truly become a partner in every sense of the word - he helps us set goals, think strategically about our finances, keeps us honest and accountable, and is an exceptional communicator. We are excited to continue working with Mike in the years ahead."