Morton Financial, based in Lexington, MA, is an SEC registered investment advisor firm that specializes in providing financial consulting services to individual households, trusts, endowments, pension plans, and small businesses. With a focus on building customized portfolios of individual equities and fixed income securities, Morton Financial aims to meet each client's specific investment needs while minimizing fees and costs associated with mutual funds and annuities.
Founded by Michael J. Capobianco and Randall J. Tavilla, who have a combined experience of over 50 years in the industry, Morton Financial takes a team approach to portfolio management, leveraging their unique skill set to help clients navigate volatile markets and achieve their financial objectives and goals.
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