Holton Financial Advisors

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 diff

erent. 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.

09/01/2026
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.

National Financial Awareness Day reminds us that understanding your finances is the first step toward achieving your goa...
08/14/2026

National Financial Awareness Day reminds us that understanding your finances is the first step toward achieving your goals. Take time today to review your savings, investments, and retirement plans — small actions lead to lasting confidence.

At Holton Financial Advisors, we’re here to help you make informed decisions that protect and grow your future.

🍷🧀 There’s something timeless about pairing good wine, great company, and meaningful conversation. Whether you prefer a ...
07/25/2026

🍷🧀 There’s something timeless about pairing good wine, great company, and meaningful conversation. Whether you prefer a bold red, a crisp white, or something sparkling, today’s the perfect excuse to raise a glass and savor the moment.

I'm curious, what is your all-time favorite wine?

🧠💼 Today we’re celebrating National Insurance Nerd Day — because understanding your coverage is one of the smartest ways...
07/19/2026

🧠💼 Today we’re celebrating National Insurance Nerd Day — because understanding your coverage is one of the smartest ways to protect what matters most. Insurance isn’t just paperwork; it’s peace of mind for you and your family. If you haven’t evaluated your life insurance lately, now’s the perfect time to make sure it still fits your needs.

07/09/2026

𝑊ℎ𝑎𝑡 𝑖𝑠 𝐹𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝑃𝑙𝑎𝑛𝑛𝑖𝑛𝑔?

𝐹𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝑃𝑙𝑎𝑛𝑛𝑖𝑛𝑔 𝑖𝑠 𝑚𝑜𝑟𝑒 𝑡ℎ𝑎𝑡 𝑛𝑢𝑚𝑏𝑒𝑟𝑠- 𝑖𝑡'𝑠 𝑎 𝑟𝑜𝑎𝑑𝑚𝑎𝑝 𝑓𝑜𝑟 𝑦𝑜𝑢𝑟 𝑙𝑖𝑓𝑒. 𝐼𝑡 ℎ𝑒𝑙𝑝𝑠 𝑦𝑜𝑢 𝑢𝑛𝑑𝑒𝑟𝑠𝑡𝑎𝑛𝑑 𝑤ℎ𝑒𝑟𝑒 𝑦𝑜𝑢 𝑎𝑟𝑒 𝑡𝑜𝑑𝑎𝑦, 𝑤ℎ𝑒𝑟𝑒 𝑦𝑜𝑢 𝑤𝑎𝑛𝑡 𝑡𝑜 𝑔𝑜, 𝑎𝑛𝑑 ℎ𝑜𝑤 𝑡𝑜 𝑔𝑒𝑡 𝑡ℎ𝑒𝑟𝑒 𝑤𝑖𝑡ℎ 𝑐𝑜𝑛𝑓𝑖𝑑𝑒𝑛𝑐𝑒.

𝐸𝑣𝑒𝑟𝑦𝑜𝑛𝑒 𝑠ℎ𝑜𝑢𝑙𝑑 ℎ𝑎𝑣𝑒 𝑎𝑡 𝑙𝑒𝑎𝑠𝑡 𝑜𝑛𝑒 𝑓𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝑝𝑙𝑎𝑛𝑛𝑖𝑛𝑔 𝑚𝑒𝑒𝑡𝑖𝑛𝑔 𝑖𝑛 𝑡ℎ𝑒𝑖𝑟 𝑙𝑖𝑓𝑒𝑡𝑖𝑚𝑒. 𝐼𝑡'𝑠 𝑎𝑛 𝑜𝑝𝑝𝑜𝑟𝑡𝑢𝑛𝑖𝑡𝑦 𝑡𝑜 𝑎𝑙𝑖𝑔𝑛 𝑦𝑜𝑢𝑟 𝑔𝑜𝑎𝑙𝑠, 𝑝𝑟𝑒𝑝𝑎𝑟𝑒 𝑓𝑜𝑟 𝑙𝑖𝑓𝑒'𝑠 𝑡𝑟𝑎𝑛𝑠𝑖𝑡𝑖𝑜𝑛𝑠 𝑎𝑛𝑑 𝑚𝑎𝑘𝑒 𝑖𝑛𝑓𝑜𝑟𝑚𝑒𝑑 𝑑𝑒𝑐𝑖𝑠𝑖𝑜𝑛𝑠 𝑡ℎ𝑎𝑡 𝑝𝑟𝑜𝑡𝑒𝑐𝑡 𝑦𝑜𝑢𝑟 𝑓𝑢𝑡𝑢𝑟𝑒.

𝑇ℎ𝑒 𝑐𝑜𝑠𝑡 𝑜𝑓 𝑓𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝑝𝑙𝑎𝑛𝑛𝑖𝑛𝑔 𝑖𝑠𝑛'𝑡 𝑎𝑠 ℎ𝑖𝑔ℎ 𝑎𝑠 𝑚𝑜𝑠𝑡 𝑝𝑒𝑜𝑝𝑙𝑒 𝑡ℎ𝑖𝑛𝑘- 𝑏𝑢𝑡 𝑡ℎ𝑒 𝑐𝑜𝑠𝑡 𝑜𝑓 𝑛𝑜𝑡 𝑝𝑙𝑎𝑛𝑛𝑖𝑛𝑔 𝑐𝑎𝑛 𝑏𝑒 𝑚𝑢𝑐ℎ ℎ𝑖𝑔ℎ𝑒𝑟 𝑖𝑛 𝑡ℎ𝑒 𝑙𝑜𝑛𝑔 𝑟𝑢𝑛.

𝘼 𝙗𝙧𝙞𝙜𝙝𝙩𝙚𝙧 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙛𝙪𝙩𝙪𝙧𝙚 𝙞𝙨 𝙤𝙣 𝙩𝙝𝙚 𝙝𝙤𝙧𝙞𝙯𝙤𝙣. 𝙇𝙚𝙩'𝙨 𝙨𝙩𝙖𝙧𝙩 𝙥𝙡𝙖𝙣𝙣𝙞𝙣𝙜 𝙛𝙤𝙧 𝙞𝙩 𝙩𝙤𝙙𝙖𝙮.

Wishing you are your family a Happy and Safe Fourth of July!!!!!
07/04/2026

Wishing you are your family a Happy and Safe Fourth of July!!!!!

At Holton Financial Advisors, our mission is simple- to make investing and financial planning approachable and transpare...
06/12/2026

At Holton Financial Advisors, our mission is simple- to make investing and financial planning approachable and transparent. With over three decades of experience we coach, teach and guide our clients through life’s biggest transitions. Whether you’re just starting out or preparing for retirement, our team helps you navigate life’s transitions with confidence.
💼 Comprehensive Financial Planning
📈 Investment Management & Strategies
🛡️ Life Insurance & Annuities
🏖️ Retirement Income & Distribution Planning
📜 Estate Planning Strategies 🎓 Retirement Plan Services & Investment Education
A Brighter Financial Future is on the Horizon…

We spend our summers dreaming of retirement — picturing freedom, travel, and time well spent. But how much time do we sp...
06/08/2026

We spend our summers dreaming of retirement — picturing freedom, travel, and time well spent. But how much time do we spend planning for it? Don’t let another summer go by without a plan. Let’s turn those dreams into a strategy that makes them real.

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

Alerts

Be the first to know and let us send you an email when Holton Financial Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Holton Financial Advisors:

Shortcuts

Share

Category