After 15 years of climbing the ladder at a regional financial firm, Katie Brown felt challenged to turn the traditional product model on its head. In 2018, Katie and her partner launched Morton Brown Family Wealth, an
RIA firm with the vision to create a community of clients and professionals leading purposeful lives through the stewardship of wealth. Seeing a need for something different in the financial advisor space, the firm's mission is predicated upon leading clients through a collaborative planning and investment process that seeks to build a confident future. After a shocking breast cancer diagnosis just six months prior to launching the firm, Katie relied
heavily on the community around her to successfully start her business, beat cancer, and fulfill a lifelong dream of running the Boston Marathon in April of 2018. Two years later, Katie and her partner are leading a growing firm with $140 million in assets under management. Katie continues to serve her community as a leader on nonprofit boards and is a mentor with the Certified Financial Planner Board of Standards to inspire young women to seek out roles in the field of financial planning.