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475 Half Day Road
Suite 210
Lincolnshire, IL 60069

847.541.6888

I enjoy being part of an energetic team that helps individuals and families by providing honest and objective advice. I treat each client as an extension of my own family by giving them the attention they deserve and building a great relationship over time.

Douglas R. Morton ,
CFP®

Financial Advisor
Member Owner

Doug has been involved in the financial services industry since 2001. He earned a bachelor’s degree in economics from Hope College. Doug lives in the northwest suburbs of Chicago with his wife and four children. In his spare time he enjoys training for triathlons, water skiing during the summer months, and traveling with his family.

I enjoy being part of an energetic team that helps individuals and families by providing honest and objective advice. I treat each client as an extension of my own family by giving them the attention they deserve and building a great relationship over time.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.