Morton Financial Advice - Harvard, Massachusetts

David C.

Mike has been an exceptional partner in our financial journey, demonstrating qualities that have truly made a difference for our family. He is a great listener and incredibly patient. Mike provides gentle nudges and reminders to get tasks accomplished, which have helped us stay on track and make informed decisions. His strategic planning and thoughtful recommendations have put us on a path to achieving our long-term objectives. I highly recommend Mike to anyone seeking a knowledgeable and empathetic professional who genuinely cares about their clients' success.

ambika K.

Working with Mike to plan my partner's and my finances was a dream. I gave Mike a pretty vague vision for what I wanted our finances to look like, and he turned that into an extremely elegant plan. He was patient with me as I worked to understand this financial plan, and I came away feeling empowered with both knowledge and tools to mostly handle our finances by ourselves going forward (though I look forward to checking in with Mike periodically). Deciding to work with Mike is probably the wisest investment I've made to date!

Joe K.

There’s no one we trust more than Mike Morton to help us plan our future. While he has all of the technical expertise that a financial advisor needs to make recommendations about budget and finance, what makes Mike stand out is his ability to help clients assess what they really want, what they really need, and what questions they need to be asking to figure those things out. Mike is the best!

Lisa I.

Mike is excellent. He's incredibly thorough, very responsive, and pleasant to work with. He took time to really get to know us and our needs to figure out how to create the best financial plan for our family. I would highly recommend him to anyone looking for a financial advisor.

Gowtam S.

From the moment I started working with Mike, I knew I was in capable hands. Knowledgeable beyond measure, have a knack for personalized planning and portfolio investment that’s tailored to my unique situation, rather than just following generic, bookish principles.

What sets Mike apart is his availability and approachability. No matter when I reached out, he was always there, ready to assist. Mike's easy-to-reach attitude made a significant difference in how we communicated.

Moreover, Mike has the patience of a saint. He would patiently listen to my concerns, understand my side of the story, and propose solutions that felt right for me. It’s rare to find someone who not only listens but also actively engages in finding the best path forward.

I highly recommend Mike Morton to anyone looking for a financial advisor who is not just an expert in their field but also genuinely cares about their clients’ financial well-being.

Angie T.

I've been a MFA client for almost 4 years, and I've really appreciated Mike's holistic approach to financial advising. In addition to giving me data-supported and concrete recommendations on how to manage my investments, he has also guided me in other areas like insurance, taxes, and estate planning. It goes without saying that as a fee-for-service advisor I've never doubted that he has my best interests in mind. And finally, Mike is super organized, always delivers on promised follow-up, and is a really kind person.

Mandy E.

We've been working with Mike for over 4 years now. In that time, he has helped both our finances and our peace of mind about them. Not only do we know our financial planning is on the right track, but we have gained so much confidence in the choices we make in terms of how it will affect our family now and down the road. We know we are in good hands, and it's been a pleasure working with him.

Kirsten R.

I'm a single mom with a full-time job and two teenagers who keep me busy. I sought financial advice because I was feeling anxious about my retirement; I wanted someone to look at every aspect of my financial picture and make recommendations. Working with Mike was a smart investment. He helped me relax, gave me a roadmap to take me toward my goals, and taught me a lot about retirement, taxes, and investments. Mike is an expert, but he is also a patient listener and skilled teacher. My anxiety has been replaced by confidence. I know what I need to do to get where I want to be.