Our Process

No two people are the same and our advisors know this better than most. Our deep financial knowledge and broad life experience informs our every decision, with only one goal in mind: your ideal future. 

With decades of experience, we’re excited to help you prepare for every eventuality, no matter what.

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Our Philosophy

We believe every person deserves access to sound, informed financial advice. Regardless of your situation, risk tolerance, and goals we’re ready to help you prepare for the future. Come rain or shine, together we’ll encourage your investments to grow for years to come.

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CULTIVATED FOR YOU

Charting your Goals is Key to your Financial Future

At Charton Financial Group, we strive to be a leading provider in the delivery of wealth management, risk management and employee benefit solutions. We define our role as advocates on behalf of affluent individuals, families and organizations who require highly specialized and integrated financial services.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Wealth Management

    We are an independent financial advisors providing integrated and truly holistic wealth management advisory services. Our singular focus is and will always be to deliver an unparalleled client experience based on uncompromising integrity, trust and purpose driven results.

  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.

  • Employee Benefits

    As independent employee benefit consultants, we assist in the planning, analyzing, designing, implementation and ongoing support of custom tailored benefit programs that align with your enterprise goals.

  • Estate

    We are dedicated to helping secure your legacy for generations to come.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.
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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Have a question? We're ready to help.

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