Carlton & Company Financial

At Carlton & Company Financial, an independent and privately owned company, communication and trust are front and center. Our specialty is providing financial planning and investment management services with a personal touch that encompasses your core values and financial goals. With prompt and attentive assistance, we simplify the communication process in finding solutions tailored to your needs.

 

Financial Planning

Planning clients are ready to clarify, simplify, and organize their financial life. They see the value in partnering with an experienced Advisor to define goals, analyze options, make informed decisions, and implement strategies to reach their financial goals.
 

Investment Management

Investor clients seek professional expertise and support to align their investment strategies with their financial goals. They see the value in partnering with experienced Advisors to design, implement and manage an investment strategy, including investment research, analysis and selection.
 

Situational Financial Planning

Perfect for people seeking a targeted solution to specified goal or situation. They desire a financial concierge to assist them in assessing or coordinating a particular concern.

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 and generational wealth planning.

Professionals


Life is busy, and sometimes it's easy to put off important decisions. Our firm works closely with people looking for a knowledgeable and experienced advisor that is an advocate on financial direction and planning.

Additionally, we assist those who are planning to take their professional life in a different direction. There are many examples of who this person is: An executive seeking to leave the corporate environment, an entrepreneur launching a new company, or a person wanting to downshift prior to retirement.

We address both wealth planning and wealth management for those wanting a careful and overarching approach in their planning.

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. 

Suddenly Single

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