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Who We Are
The vision for M Advisor is simple: provide one-size-fits-one financial advice in a comfortable environment. At our very best, we’re curious listeners. Most people don’t have “financial goals” they want to accomplish; instead, they have meaningful lives the want to lead. Emotions can cloud big decisions, and money can be complicated. By constructing a financial plan around your core values, decisions become much simpler and lead to a more confident journey. At M Advisor, we simplify complex decisions and bring clarity to each financial decision. Schedule a virtual meeting to learn how M Advisor can help you bring your financial plan to life.
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.
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Paul Morton is the cofounder of M Advisor. In addition to creating and maintaining financial plans for physicians and business owners, he regularly creates educational material by writing articles, lectures, and maintaining a podcast called the M Advisor Podcast. Paul has lectured to multiple residency programs regarding financial planning and physicians.
Creative and naturally 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 by exposing the fundamental root of the decision as well as defining the bigger picture the decision represents. Paul’s favorite thing to do is to align his clients’ big decisions with their core values.
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.
Paul is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant®.
Registered Representative & Investment Advisor with Cambridge Investment Research