WHO WE ARE
Abby Turner Morton, MBA, CFP®
Abby Turner Morton is the founder of SagePath Financial Planning, LLC (“SagePath”), a Fee-Only financial planning firm based in Bangor, Maine. Abby welcomes clients of all types to SagePath, regardless of age, assets, or level of financial expertise. By providing comprehensive financial planning services on an hourly, as-needed basis, Abby offers a unique and flexible approach to building a financial plan.
We can address your investments, retirement planning, cash flow/budgeting, debt reduction, to name just a few topics. As a client, you decide how much assistance you need—and when you need it. Because Abby’s compensation comes directly from her clients, her only responsibility is to her clients.
As a member of the Garrett Planning Network, Abby is committed to the Fee-Only model of providing independent, objective financial planning services and advice to people “from all walks of life.” In addition, Abby is a member of the National Association of Personal Financial Advisors, a professional organization promoting fee-only, client-centered comprehensive financial planning.
Abby has more than 20 years of experience in financial services and is a CERTIFIED FINANCIAL PLANNER™ professional. Abby also holds a Master of Business Administration from the University of North Carolina at Chapel Hill. When not being a Financial Planner, Abby enjoys reading, gardening, cooking, camping, kayaking, hiking, and spending time with her family.
Contact us for a complimentary, no obligation, "Get Acquainted" meeting, which can be conducted in person or on the phone.