Co-founder and principal,
Morton Brown Family Wealth
- Growing up, she assumed she would become an engineer.
- Her first job, around the age of 8, was stuffing and sealing envelopes for mass mailings for her parents’ shipping company.
- Her guilty pleasure is going for runs in cities and towns she is visiting.
Kathryn Brown applies a rigorous, data-driven process to financial planning.
“We have strong discipline around our calendars so we can reflect and analyze the time we spend in front of clients and prospects,” Ms. Brown said.
With some $120 million in assets under management since the 2018 inception of Allentown, Pa.-based Morton Brown Family Wealth, she’s also a stickler for exploring all facets of a client’s wealth, and not just obvious goals such as retirement.
“Some of the softer components, like family communication, are often overlooked,” Ms. Brown said.
She’s also passionate about changing how advice is delivered. “My conversations are driven by the best path forward for my client, whether it’s paying down debt or increasing savings for a goal, rather than advice that’s product-driven,” Ms. Brown said.
Her charitable efforts include Valley Youth House, which helps children who are aging out of the foster system develop necessary life skills. She’s also a Certified Financial Planner Board of Standards mentor, guiding aspiring female CFPs who are overwhelmed by the curriculum and exam.
— Juliette Fairley