Company Information
Founded in 1982, Norton Financial Consultants is an independent financial planning and wealth management firm that has the knowledge and objectivity to help provide you with a sound financial plan. Our plans make sense under any market condition, are tailored to your current circumstances, and are flexible enough to adapt to your evolving needs along the way.
Our financial planning and investment advice is delivered through a series of recommendations and tailored solutions designed to meet your current and future goals and objectives. Once the plan is created, we oversee all aspects of its implementation to target its effectiveness and success. At Norton Financial, we adhere to time-honored investment traditions, a research-driven process, and an unwavering commitment to serving your best interests—with a level of personalized service that we believe is second to none.
As an investment advisor, we provide fee-based investment management. We work with our clients from portfolio design and construction to implementation through the essential ongoing process of monitoring our clients' investments. Our resources allow us to stay fully informed on current events while providing substantive updates to our clients. Keeping in touch with the pulse of the economy, the political climate, and any other issues pertinent to the market has enabled us to manage our client portfolios more effectively. We are and will remain committed to providing investment advice to help grow and preserve your wealth.
At Norton Financial Consultants, our focus is to provide advice and recommendations tailored to your individual financial goals and objectives. We help you implement wealth management strategies allowing for your financial security. We help our clients simplify complex planning issues. View our brochure.
Norton Financial Consultants is a Registered Investment Adviser Representative with the Commonwealth of Massachusetts, Division of Securities and the State of Florida, Office of Financial Regulation. View our ADV Part II and Table of Fees for Services; more information related to this advisor may be obtained by calling the Massachusetts Securities Division at 617.727.3548 or the Florida Office of Financial Regulation at 877.693.5236.