Strategic Partners

Karalyn Carlton is affiliated with Independent Financial Group (IFG), a national broker-dealer firm headquartered in San Diego. IFG is a SEC-registered investment advisor and broker-dealer and offers no proprietary investment products.

IFG offers support to assist our back office in research, compliance, oversight and investment due diligence.

Trademark Financial Management, LLC is a boutique Investment Management firm, led by Mark Carlton, CFA®, we often utilize for investment management for clients. Mark has managed portfolios since 1987 and established his Registered Investment Adviser in 2000.

We work closely with Trademark Financial Management on project and client management projects and investment analysis. The firm offers traditional portfolio and Environment, Social and Governance portfolio management.

Carlton & Company Financial and Trademark Financial Management are unaffiliated entities.