trust. Integrity. Knowledge. our solid foundation
A strong team needs a strong foundation. At the Kelton Financial Group, our core values are that firm bedrock, helping us build long-term relationships based on mutual trust, unwavering integrity and our in-depth knowledge of wealth management. Our diverse backgrounds and professional designations allow us to cater to and connect with clients of all types.
Our values also shine through in our dedication to providing an excellent client experience. We strive to provide responsive, straightforward and thoughtful service that inspires confidence.
Partner, The Kelton Financial Group Financial Advisor, RJFS
Director of Wealth Services, The Kelton Financial Group Registered Representative, RJFS
Director of Planning, The Kelton Financial Group Registered Representative, RJFS
Marketing and Client Relations Manager, The Kelton Financial Group Client Relationship Associate, RJFS
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Kelton Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.