Abby Morton

Wealth Advisor

Falmouth, Maine

Bangor, Maine

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Abby applies her experience as an advisor and financial planner to help people craft and carry out their plans for investments, retirement planning, cash flow and budgeting, and debt reduction. Recognizing that all financial decisions great or small have a cumulative impact on resources, prosperity, and quality of life, she supports clients through all phases of life in making financial decisions of all sizes. Abby works with clients in a collaborative style. Together they create a plan for making financial decisions, determine how to make the most of financial resources, and address areas that are most important in the client’s current season of life. Abby has always been drawn to planning, and financial planning especially, for the peace of mind that it brings her when thinking of the future. She is deeply gratified by helping clients achieve peace of mind by having a plan in place and a trusted advisor to help navigate life's twists and turns.
A financial advisor and planner for 20 years, Abby had worked in financial services for over 25 years before joining EP Wealth Advisors in 2024. She worked as a solo-planner (CFP®) for 14 years, providing fee-only financial planning to a wide base of clients, before joining with her partner, Michael Goldman, in 2018 at Gather Financial® Planning. Abby brings her experience as a financial services provider, a small business owner, a community member, and a parent of four kids to the table when meeting with clients. She’s experienced several significant life transitions herself or with clients and understands the value of a trusted partner when navigating life transitions.
Abby holds an MBA from the University of North Carolina - Chapel Hill, NC and a BA in Psychology from Clark University - Worcester, MA. She also is a is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a member of the National Association of Personal Financial Planners (NAPFA).
Delighted by reading, gardening, cooking, camping, kayaking, hiking and spending time with her family, Abby’s ideal afternoon includes a hike in the Maine woods or mountains, cooking a good meal to enjoy with friends and family, and then settling in with a good book.