11212 N. May Avenue
Who We Are
M Advisor is Paul Morton and Derrick Morton, a father-son team, creating customized financial plans for physicians, executives, and business owners. Paul Morton brings strategic thinking, creativity, and a heart for education to his clients. Derrick Morton has extensive teaching and leadership skills and brings guidance and compassion to the team. M Advisor utilizes comprehensive financial planning strategies, working as a team with accountants, attorneys, and other advisors to provide analysis and action on investment management strategies, risk management insight, ongoing and proactive tax planning, and estate planning techniques.
Many individuals wonder what they're missing without a qualified financial planner. Additionally, we talk with a lot of professionals who want a second opinion or a trusted advisor as a sounding board. The most effective way to take a deeper dive into taking your finances to the next level to is set up a quick virtual meeting. It's an easy and convenient way to get to know us, and find out more.
Paul Morton is the cofounder of M Advisor, actively working through financial plans for physicians, business owners, and executives. He regularly contributes to educational material and lectures to local teaching hospitals and has provided financial consultation to hundreds of physicians around the country. Rational, creative, and drawn to problem solving, Paul is dedicated to understanding the purpose and goal of each major financial and personal decision. When physicians make impactful decisions, whether business or personal, Paul helps create clarity with both the fundamental root of the decision as well as the bigger picture it presents. Paul is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant®. Paul has no hobbies since he is married to a physician and has three wonderful children. Prior to having children, Paul enjoyed reading, playing sports, and fishing.
Registered Representative & Investment Advisor with Cambridge Investment Research