Walton Financial understands that money means something different to every client we serve. Which is why we get to know our clients as individuals and — more often than not — as friends, before we ever offer the first recommendation. It’s how, together, we develop a genuine insight into your needs, your goals — even your dreams. Just importantly, it’s how we build the kind of trust with you that can only be earned.

Scott Walton founded this firm for the freedom to devote the time and resources necessary to serve each client as an individual. Not an account number. Put simply, we believe financial planning is about more than your assets and investments, savings and insurance. It’s about your life.

So what does money mean in your life? Let’s find out together.

HAVE ANY QUESTIONS?

Reach out, we would love to chat with you.

We are always available to talk whenever you have questions, suggestions or requests. It’s one of the genuine pleasures of what we do, and it’s our goal to be there whenever you need us.

We also encourage you to meet with us periodically — both to review the progress of your portfolio, and to discuss any significant new events, plans or goals that might impact your finances. Some clients prefer a single meeting annually; some prefer to meet much more often. Some would rather call or video chat. It’s entirely up to you.