Sean Kelton,
CFP® Partner, The Kelton Financial Group Financial Advisor, RJFSA thoughtful and logical advisor, Sean Kelton helps clients pursue their important objectives in life while helping them identify the imprint they’d like to make on the world. He and the team at The Kelton Financial Group collaborate in creating integrated wealth management plans specifically tailored to a client’s situation.
Sean works primarily with professionals such as corporate executives, doctors, and lawyers. He is keen on creating a roadmap for clients to help them achieve their financial goals which also fits within the constraints of their current lifestyle. Sean finds energy in scoring key wins to help maximize a persons’ overall wealth while helping to minimize their tax burden through creative financial planning strategies.
Sean joined the practice in 2017 after serving three years in various roles across the US at GE Healthcare in operations and engineering. He is a CERTIFIED FINANCIAL PLANNER® professional and currently studying for Chartered Financial Consultant™ certification.
Sean graduated from Northwestern University with a bachelor’s degree in chemical and biological engineering. While an undergraduate, Sean was the president of Beta Theta Phi fraternity. In addition to his engineering studies, Sean also completed a Certificate in Managerial Analytics at Kellogg School of Management and a Certificate in Leadership from the Northwestern Center for Leadership.
Sean and his wife, Julia, enjoy hiking, traveling, brewing beer, trying new food, and attending music festivals. They welcomed their son, Connor, in August 2022, and daughter, Aubrey, in December 2024. Sean loves watching football, particularly the New York Giants and his alma mater, Northwestern University. Sean is committed to community service, and currently heads the admissions interview process for Northwestern University in upstate New York. In the past, he traveled to Africa to help build a school in a rural Malawi village.
“The Kelton Financial Group was named to the 2025 edition of the Forbes list of Top Wealth Management Teams Best-in-State†.”
“Sean Kelton was named to the 2024 edition of Forbes list of Best in State Next-Gen Wealth Advisors +++.”
“Sean Kelton was named to the 2024 edition of Forbes list of Best in State Top Financial Security Professionals++.”
“Sean Kelton was named to the 2024 edition of AdvisorHub's list of 250 Advisors to Watch under $1B**.”
“Sean Kelton was named to the 2024 edition of the Forbes list of Best in State Wealth Advisors*.”
† The 2025 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2023 to 3/31/2024 and was released on 01/09/2025. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 11,674 team nominations, 5,331 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
+++The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2024) included: 45,996 nominations for all rankings, based on thresholds, 24,832 invited to complete online survey, 21,368 telephone interviews, 5,176 in-person interviews at advisors’ location, 1,545 virtual interviews and 4,081 individuals considered and 1,621 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/23 to 3/31/24 and was released on 8/8/24. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its advisors pay a fee in exchange for obtaining this award. Licensing compensation is provided by Raymond James to the awards publication for use of the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=166061825fc3.++The Forbes ranking of the Top Financial Security Professionals Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, evaluating thousands of professionals who are properly licensed to sell life insurance and annuities in categories including: production/premiums, death benefits and assets under management, client persistency rates, providing a full client service model & planning process. FSPs must have at least 7 years of experience, be nominated by their current firm, and have an acceptable compliance record. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of July 2024): Out of over 17,011 nominations, based on thresholds, 1,445 professionals received the award (the amount in each state varies based on populations). This ranking is based upon the period from 12/31/2022 to 12/31/2023 and was released on 7/10/2024. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Licensing compensation is provided by Raymond James to the awards publication for use of the rating. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for obtaining this award. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/best-in-state-financial-security-professionals for more info.
** The 2024 AdvisorHub 250 Advisors to Watch under $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 250 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for obtaining this award/rating. Raymond James is not affiliated with AdvisorHub.
*The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for obtaining this award/rating. Licensing compensation is provided by Raymond James to the awards publication for use of the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
