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Kelton Financial Team photo 2016

Our mission is to build long-term relationships with our financial-planning clients based on mutual trust, unwavering integrity and our knowledge of wealth management, while keeping true to our highly responsive and no-nonsense-but-caring approach to client service.


Ric Kelton Named to 2017 Financial Times 400 Top Financial Advisers

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March 30, 2017 – Ric Kelton is pleased to announce that he has been named to the 2017 edition of the Financial Times 400 Top Financial Advisers. The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S.

*The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (March, 2017). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management, asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.