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.