Holton Financial Advisors

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Holton Financial Advisors Keri Holton with LPL Financial is an independent investment professional. She specializes in financial planning, investments services and client education.

I am a goals based, financial planner with a passion for relationships and financial education. My philosophy is that financial planning should not be complicated and, with proper planning, anything is possible. Working with a Financial Planner is no longer for the uber wealthy. Just like we care for our health by visiting a doctor or dentist, taking care of your financial health should be no different. As your Financial Advisor, I am your Financial Advocate. I have over 20 years of industry experience and am committed to seeing my clients succeed!

• Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. FINRA.org and SIPC.ORG.

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/23/2026
10/18/2026

Estate Planning Starts at Home 🏡

One of the most overlooked parts of estate planning is simply organizing your household. Make a master list of your assets, bills, contacts, websites, login IDs, and passwords. Include how each bill is paid and where important documents are stored. A simple spreadsheet or shared document can keep everything in one place.

In many families, one spouse handles most of the financial and household responsibilities. If something unexpected happens, the other spouse—or your children—are left grieving and trying to figure out how to run the household. Giving them clear instructions prevents panic, confusion, and unnecessary stress during an already difficult time.

Review your household plan together once a year. Life changes, accounts change, and technology changes. Keeping this information updated is one of the greatest gifts you can give your loved ones.

A little organization today can make a world of difference tomorrow. 💙

💻Email: keri.holton@lpl.com📲Phone and Text: 740-880-7952🖥️Website: holtonfinancial.com
09/24/2026

💻Email: [email protected]
📲Phone and Text: 740-880-7952
🖥️Website: holtonfinancial.com

💛 A quick favor that means the world to me 💛Running a small business is one of the most rewarding — and challenging — th...
09/18/2026

💛 A quick favor that means the world to me 💛

Running a small business is one of the most rewarding — and challenging — things I’ve ever done. Every like, follow, and share helps Holton Financial Advisors reach more people who could truly benefit from practical financial guidance and a brighter outlook for their future.

If you haven’t already, please take a moment to visit and like my business page, Holton Financial Advisors. It might seem small, but your support helps my business grow and reminds me why I love what I do.

Thank you for cheering me on — it means more than you know! 💼✨

https://www.facebook.com/keriholtonfinancialadvisor/

Keri Holton with LPL Financial is an independent investment professional. She specializes in financial planning, investments services and client education.

At Holton Financial Advisors, our clients come first — always. Every conversation, every plan, every recommendation begi...
08/23/2026

At Holton Financial Advisors, our clients come first — always. Every conversation, every plan, every recommendation begins with understanding you: your goals, your challenges, and your vision for the future.

We believe financial advising isn’t just about numbers — it’s about trust, transparency, and genuine care. That’s why our clients can feel the difference when they walk through our doors or pick up the phone.

Your success is our purpose. Your peace of mind is our priority.

Address

Newark, OH
43055

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+17409734859

Website

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