# Dennis Morton

Top podcast episodes
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Morton Brown: Fueling Organic RIA Growth Through Client-Centric Advice

Dennis Morton and Katie Brown discuss how a focus on excellence, client service, and embracing change can spark dynamic growth and reinvigorate your advisory practice. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and …

Decoupling Finances

Caught between your business and your future? If you’re a business owner who’s poured everything into building your company—your time, energy, and even your personal finances—you’re not alone. But when personal and business finances are too closely tied, the risks grow. What happens if you wait too…

Decoding Statements

When new families bring in their investment statements, Dennis Morton and Katie Brown often see the same thing: complexity that doesn’t serve the client. In this episode, they pull back the curtain on why portfolios so often include dozens of overlapping funds, how fees can feel stuck in 2006, and …

The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 29 | Commanding Wealth: Military Precision in Money Management with Dennis Morton

Join Brittany Mason in this engaging episode of 'The Alternative Mason' as she sits down with Dennis Morton, co-founder of Morton Brown Family Wealth and an army veteran with a background in history. Dennis shares his unconventional path into the finance industry, discussing the importance of human…

Embracing Goodness

When everything seems to be at an all-time high, including stocks, housing, gold, and even money market balances, it can feel like the “good old days.” But what do you do when things are this good? In this episode, Dennis Morton and Katie Brown explore how optimism and pessimism shape investor beha…

Discovering the Alternatives with the Amazing Disco Wizard

In this inspiring and down-to-earth episode of The Public School Podcast, hosts Sara Hornick and Bobbi Schaefbauer sit down with Dennis Morton, Teacher of the Year at Rapid City Alternative Academy or as his students like to call him, The Amazing Disco Wizard. Once a high school dropout himself, De…

Ep 471: Growing To $475M In 7 Years While Making Yourself Dispensable Enough To Take A Personal Sabbatical with Dennis Morton

Building a firm that can thrive without its founders being constantly "on" requires far more than revenue growth. It takes intentional infrastructure, deep team trust, and long-term thinking. This episode explores how designing a business that doesn't depend on any single individual can create both…

Building for Continuity: Leadership Lessons from the Battlefield to the Firm

With Dennis Morton, Founder and Senior Wealth Advisor at Morton Brown Family Wealth Overview For Dennis Morton, succession isn’t a future problem, it’s a leadership obligation. Drawing on his experience as an Army platoon leader and co-founder of an independent fi…

Three Words for 2026

Each year, Dennis and Katie choose three words to guide their leadership, their team, and the experience they create for the families they serve. In this episode of Simply Why, they reflect on 2025’s words (bold, oxygen, and evolve) and share how those themes showed up in real ways, from team grow…

Ep. 194 - Morton Brown Family Wealth - The Relationship Side Of Wealth Management

Dennis Morton and Katie Brown are the founders of Morton Brown Family Wealth, a firm dedicated to helping individuals and families align their financial decisions with their values and long-term goals. Through their client-centered approach, they guide families in building financial confidence, cre…