Morton Financial Advice - Harvard, Massachusetts

Lisa Iannucci

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 Singh

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 Tseng

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 Eppley

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 Root

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.

Brian Westlander

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.

Ryan McCaffrey

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.

Douglas Saphire

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.