TRUST • INTEGRITY • KNOWLEDGE
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.
The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (March 2018). 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 (AUM), 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.
Ric Kelton Named to 2018 Financial Times 400 Top Financial Advisers