Steven H. Morton

Steven H. Morton

CPA, CFP®
Bachelor of Science Degree in Business Administration from the University of Denver
Certified Public Accountant
Certified Financial Planner™ practitioner
Chartered Retirement Planning Counselor

Steve is the founder of Morton Wealth Management, LLC in Greensboro, North Carolina. Steve is the principal advisor for our firm, and his credentials and experience allow him to advise our clients on all aspects of wealth management. With over 30 years of experience, his diverse background in financial services gives him the ability to see issues from many perspectives. Steve helps our clients primarily with the transition of retirement including both financial and non-financial concerns. He has pioneered the concept known as Proactive Retirement®, which is a registered service mark of our firm.
Steve lives in Greensboro, North Carolina where he enjoys working in his garden and spending time with his son. Previously living in Colorado, Steve has always had a passion for the great outdoors and two of his favorite hobbies are skiing and sailing.