Goals Aligned with Expertise
Learn MoreLPL Research Presents: Midyear Outlook 2023
The Path Toward Stability delivers market insights on what we can expect in the economy, policy, stocks, and bonds for 2023.
2023 Midyear Employee Benefits Trends Report
Understanding the latest employee benefits trends can position employers for competitive advantages in the ever competitive human capital marketplace.
4 Elements of an Estate Strategy
Making Your Tax Bracket Work
Charton Financial Group strives to serve as a leading provider in the delivery of wealth management, risk management and employee benefit strategies. We define our role as advocates on behalf of affluent individuals, families and organizations who require highly specialized, comprehensively independent and integrated financial services.
Check Out Our Video Rotator Below
Our short videos are engaging and informative and will prompt you with questions to ask your LPL Financial advisor.
It May Be Time for a Financial Checkup
Bull and Bear Go To Market
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
The Cost of Procrastination
Timing Your Retirement
Humanizing Financial Services: Goals ALIGNED with Expertise
You have Goals; We have Expertise. Together, we can chart a course to your Success.
WHAT WE STAND FOR
- People First:
"We are on a mission to Humanize Financial Services. Real people for the real journey with real possibilities. Our singular focus will always be what matters most to you."
- Meaningful Stewardship:
"To us, meaningful stewardship is not just a value, it is a core ethic that embodies every aspect of our collective philosophies."
- Passion in Purpose:
"We are wildly passionate in our pursuit to enrich the lives of others in both spirit and deed. This passion serves as the catalyst to inspire the conversion of client aspirations into client realities."
- Accountable Excellence:
"We expect more of ourselves to deliver on our promise to continuously strive towards tangible and visible standards of excellence to the clients, colleagues, partners and communities we serve."
- Independently Comprehensive:
"Confidence is earned through impartial and independent advise in an open architecture business model that promotes the power of independent freedom."
- Authenticity:
"Foundational authenticity that distinguishes us as genuine wealth advisors. We believe this is the secret formula to a rewarding client experience that leads to transformational outcomes."