(888) 330-4171

Working with you, for you

Who We Serve

Those seeking a financial advocate and trusted advisor

Many value an experienced and trusted advisor to guide them through financial choices. We offer personalized service and are dedicated to helping people achieve their goals. Through ongoing communication, we stay attuned to the lives of our clients. We provide an understanding of each situation, help to navigate choices and offer sound recommendations based upon the clients’ best interests. 

Retirees and those getting ready for retirement

We specialize in retirement preparation and providing lasting relationships with those in retirement. This includes planning and strategies, portfolio management and organization, account structure and titling, legacy planning and family communication when determined.

Suddenly single

Our educational and caring approach lends well to those in transition. We methodically discuss the pros and cons of different choices, so people experiencing change can be comfortable in their planning.

Early achievers

We are dedicated to enhancing financial readiness. These people who want to work with a professional to understand their choices and maximize their financial potential and opportunity.

Karalyn Carlton, Financial Advisor. 2107 Elliott Ave, Suite 305 Seattle, Washington 98121 United States

Carlton & Company Financial, Inc., offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment advisor.  Member FINRA/SIPC.  Carlton & Company Financial, Inc. and IFG are unaffiliated entities.
Licensed to offer securities in the following states: AZ, CA, CO, DC, FL, ID, KY, MD, MN, MT, NY, OR, TX, VA and WA.
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