My husband and I have known Robert Morton since we were both in our 20s and single. He provided sound financial advice to us as young professionals just starting our careers. After we married and as our family grew, Robert’s sound counsel also changed with our differing needs. He is a knowledgeable and consummate professional who is responsive and clear in providing all options at every decision point. We continue to work closely with Robert and Lindsay. We would unequivocally recommend Morton Financial Group.
Investing
Morton Financial Group will provide you will the necessary tools, personalized service, and expertise to help you develop a well-coordinated investment management plan.
We believe sound financial advice should be accessible to everyone; therefore, we have no client minimum. We work just as hard for our clients who are still accumulating wealth as we do for the clients who already have it.
Retirement
Whether you are in the saving and planning phase, nearing retirement, or already retired, we can help you retire with confidence.
Our advisors will help you coordinate your pension plan, personal investments, and government benefits in a way that will help you achieve the retirement lifestyle you desire
Financial Planning
At Morton Financial Group we work with you to help you bring structure and clarity to your financial affairs.
We aim to take away the complexity by analyzing your current situation, prioritizing goals, and making a plan that will bring order to your finances.
Insurance Planning
Risk management is the foundation of a good plan, and we believe in the power of insurance to protect your lifestyle.
We offer life insurance, disability insurance, critical insurance, and long-term care insurance. We can also create individual benefit packages for those without employment benefits.
Magazine
Education is the key to financial success.
We are pleased to offer our clients a large resource center.
Robert has provided me with financial advice for over a decade. He has advised me through business ownership, the sale of the business, and now securing a comfortable retirement. Robert’s expertise has given me the peace of mind to know my family’s future will be well looked after.
After the untimely death of my initial financial advisor, I remained with Manulife and Robert became my financial advisor. That was 13 years ago when my husband and I were mid-career and needing retirement advice and security. We couldn’t be more satisfied. We are set up for a wonderful retirement and trust his advice as if he was family.
The advisors at Morton Financial Group truly look out for your best interests. I went to them in my early twenties, uncertain as to what I needed to do to ensure I was setting myself up for a successful financial future. They helped me every step of the way. They are incredibly knowledgeable and make sure you know all the options you have available to you. I cannot recommend them enough.
Robert Morton has been my financial advisor for over thirty years. He has always been approachable and willing to explain options. He tailors his advice to each investor’s risk tolerance, goals, and timeline. He truly has the client’s best interests in mind. He is the voice of reason in turbulent times. Throughout the years, I have gone from a small monthly investor to a retired person living comfortably because of the investment decisions that were guided by Robert. He has also passed on his wealth of knowledge and experience to my adult children whose portfolios are growing steadily. I would highly recommend Morton Financial Group to those who want to take advantage of investment opportunities but are overwhelmed by the complexities of the financial market. You can depend on them to guide you with honesty, integrity, and wisdom.
I have been a client of Robert for 13 years. Previously, my father was a financial advisor. To follow in my fathers’ footsteps is a daunting task for anyone! Robert is always on the edge of current issues in the markets. I am thoroughly impressed with Robert’s knowledge, kindness, and professionalism. He has never steered me wrong. My portfolio has grown, and I feel very confident about my upcoming retirement. I have recommended several friends to Robert as I am 100% confident in his integrity and financial prowess.