For over 30 years, Ric Kelton has helped his clients navigate through many types of markets and milestones. He offers planning that goes well beyond investment management to encompass each facet of life that intersects with a client’s finances.
Ric launched The Kelton Financial Group in 2015. He specializes in working with corporate executives and other professionals who understand the importance of having a personal wealth manager to guide their financial decisions, as they lead department, divisions, subsidiaries and global companies. Like a personal trainer, Ric strives to keep his clients financially fit and help them pursue their goals.
Prior to his extensive tenure as a Wealth Management Advisor, Ric was a Senior Accountant at a Big Eight firm in New York City, and an auditor and financial analyst at Matthew Bender.
Ric’s family – wife Lori, sons Ryan and Sean, daughters-in-law Nicole and Julia, grandsons Kieran and Conner and granddaughter Teagan, and grandpuppies/cat, Atlas, Logan & Sedona – keeps him grounded, productive and dedicated. His family is the most important thing to him, and the reason he gets up in the morning. He also roots fervently for the NY Giants, NY Met’s and NJ Devil’s when not spending time with his family.
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.