trust. Integrity. Knowledge. our solid foundation
A strong team needs a strong foundation. At the Kelton Financial Group, our core values are that firm bedrock, helping us build long-term relationships based on mutual trust, unwavering integrity and our in-depth knowledge of wealth management. Our diverse backgrounds and professional designations allow us to cater to and connect with clients of all types.
Our values also shine through in our dedication to providing an excellent client experience. We strive to provide responsive, straightforward and thoughtful service that inspires confidence.
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.
