Forbes names Morton Wealth Management to best-in-state advisor list
North Carolina firm ranks among best financial managers in the state and across the U.S.
GREENSBORO, N.C. — Steve Morton, the founder and principal advisor of Morton Wealth Management, has been named to Forbes’ Best-In-State Wealth Advisor List. This prestigious ranking recognizes Morton and his firm’s performance for standout wealth management.
“We are honored to receive this designation from Forbes. We have taken a client-first, holistic approach to building an independent firm from the ground up here in Greensboro,” said Morton, CPA, CFP. “Our clients, in North Carolina and across the U.S., are our utmost priority, and we look forward to continuing to deliver proactive personalized, and effective financial plans to support their goals and active lifestyles.”
Listed at number 17 for North Carolina’s top wealth advisors, Morton Wealth Management manages $403 million of custodied team assets. With a $500,000 minimum on new accounts, the typical size of the household accounts at the firm is $1-2 million. The Forbes ranking is based on an algorithm of qualitative and quantitative criteria. It includes in-person interviews, industry experience, community involvement, client retention data, revenue trends, and more. See the full Forbes ranking here. Morton, who is a Certified Public Accountant, Certified Financial Planner, and Chartered Retirement Planning Counselor, earned a B.S. in Business Administration from the University of Denver before founding Morton Wealth Management in 1995. He remains the principal advisor at the nine-employee firm, which manages all aspects of wealth management including Proactive Retirement®, a proprietary, creative advisory approach to client’s transitions to retirement.
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About Morton Wealth Management
Morton Wealth Management, a consulting firm specializing in comprehensive financial planning and investment management services, has offered fee-based financial solutions since 1995. Dedicated to helping clients achieve life goals, both financial and non-financial, its experienced professionals believe each client is unique and deserves exceptional, personalized service. Acting as a trusted advisor, Morton Wealth Management puts clients’ interests first by providing independent solutions. Learn more at www.MortonWM.com.