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!

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

โ€ข 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.

โ€ข 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.

07/09/2026

๐‘Šโ„Ž๐‘Ž๐‘ก ๐‘–๐‘  ๐น๐‘–๐‘›๐‘Ž๐‘›๐‘๐‘–๐‘Ž๐‘™ ๐‘ƒ๐‘™๐‘Ž๐‘›๐‘›๐‘–๐‘›๐‘”?

๐น๐‘–๐‘›๐‘Ž๐‘›๐‘๐‘–๐‘Ž๐‘™ ๐‘ƒ๐‘™๐‘Ž๐‘›๐‘›๐‘–๐‘›๐‘” ๐‘–๐‘  ๐‘š๐‘œ๐‘Ÿ๐‘’ ๐‘กโ„Ž๐‘Ž๐‘ก ๐‘›๐‘ข๐‘š๐‘๐‘’๐‘Ÿ๐‘ - ๐‘–๐‘ก'๐‘  ๐‘Ž ๐‘Ÿ๐‘œ๐‘Ž๐‘‘๐‘š๐‘Ž๐‘ ๐‘“๐‘œ๐‘Ÿ ๐‘ฆ๐‘œ๐‘ข๐‘Ÿ ๐‘™๐‘–๐‘“๐‘’. ๐ผ๐‘ก โ„Ž๐‘’๐‘™๐‘๐‘  ๐‘ฆ๐‘œ๐‘ข ๐‘ข๐‘›๐‘‘๐‘’๐‘Ÿ๐‘ ๐‘ก๐‘Ž๐‘›๐‘‘ ๐‘คโ„Ž๐‘’๐‘Ÿ๐‘’ ๐‘ฆ๐‘œ๐‘ข ๐‘Ž๐‘Ÿ๐‘’ ๐‘ก๐‘œ๐‘‘๐‘Ž๐‘ฆ, ๐‘คโ„Ž๐‘’๐‘Ÿ๐‘’ ๐‘ฆ๐‘œ๐‘ข ๐‘ค๐‘Ž๐‘›๐‘ก ๐‘ก๐‘œ ๐‘”๐‘œ, ๐‘Ž๐‘›๐‘‘ โ„Ž๐‘œ๐‘ค ๐‘ก๐‘œ ๐‘”๐‘’๐‘ก ๐‘กโ„Ž๐‘’๐‘Ÿ๐‘’ ๐‘ค๐‘–๐‘กโ„Ž ๐‘๐‘œ๐‘›๐‘“๐‘–๐‘‘๐‘’๐‘›๐‘๐‘’.

๐ธ๐‘ฃ๐‘’๐‘Ÿ๐‘ฆ๐‘œ๐‘›๐‘’ ๐‘ โ„Ž๐‘œ๐‘ข๐‘™๐‘‘ โ„Ž๐‘Ž๐‘ฃ๐‘’ ๐‘Ž๐‘ก ๐‘™๐‘’๐‘Ž๐‘ ๐‘ก ๐‘œ๐‘›๐‘’ ๐‘“๐‘–๐‘›๐‘Ž๐‘›๐‘๐‘–๐‘Ž๐‘™ ๐‘๐‘™๐‘Ž๐‘›๐‘›๐‘–๐‘›๐‘” ๐‘š๐‘’๐‘’๐‘ก๐‘–๐‘›๐‘” ๐‘–๐‘› ๐‘กโ„Ž๐‘’๐‘–๐‘Ÿ ๐‘™๐‘–๐‘“๐‘’๐‘ก๐‘–๐‘š๐‘’. ๐ผ๐‘ก'๐‘  ๐‘Ž๐‘› ๐‘œ๐‘๐‘๐‘œ๐‘Ÿ๐‘ก๐‘ข๐‘›๐‘–๐‘ก๐‘ฆ ๐‘ก๐‘œ ๐‘Ž๐‘™๐‘–๐‘”๐‘› ๐‘ฆ๐‘œ๐‘ข๐‘Ÿ ๐‘”๐‘œ๐‘Ž๐‘™๐‘ , ๐‘๐‘Ÿ๐‘’๐‘๐‘Ž๐‘Ÿ๐‘’ ๐‘“๐‘œ๐‘Ÿ ๐‘™๐‘–๐‘“๐‘’'๐‘  ๐‘ก๐‘Ÿ๐‘Ž๐‘›๐‘ ๐‘–๐‘ก๐‘–๐‘œ๐‘›๐‘  ๐‘Ž๐‘›๐‘‘ ๐‘š๐‘Ž๐‘˜๐‘’ ๐‘–๐‘›๐‘“๐‘œ๐‘Ÿ๐‘š๐‘’๐‘‘ ๐‘‘๐‘’๐‘๐‘–๐‘ ๐‘–๐‘œ๐‘›๐‘  ๐‘กโ„Ž๐‘Ž๐‘ก ๐‘๐‘Ÿ๐‘œ๐‘ก๐‘’๐‘๐‘ก ๐‘ฆ๐‘œ๐‘ข๐‘Ÿ ๐‘“๐‘ข๐‘ก๐‘ข๐‘Ÿ๐‘’.

๐‘‡โ„Ž๐‘’ ๐‘๐‘œ๐‘ ๐‘ก ๐‘œ๐‘“ ๐‘“๐‘–๐‘›๐‘Ž๐‘›๐‘๐‘–๐‘Ž๐‘™ ๐‘๐‘™๐‘Ž๐‘›๐‘›๐‘–๐‘›๐‘” ๐‘–๐‘ ๐‘›'๐‘ก ๐‘Ž๐‘  โ„Ž๐‘–๐‘”โ„Ž ๐‘Ž๐‘  ๐‘š๐‘œ๐‘ ๐‘ก ๐‘๐‘’๐‘œ๐‘๐‘™๐‘’ ๐‘กโ„Ž๐‘–๐‘›๐‘˜- ๐‘๐‘ข๐‘ก ๐‘กโ„Ž๐‘’ ๐‘๐‘œ๐‘ ๐‘ก ๐‘œ๐‘“ ๐‘›๐‘œ๐‘ก ๐‘๐‘™๐‘Ž๐‘›๐‘›๐‘–๐‘›๐‘” ๐‘๐‘Ž๐‘› ๐‘๐‘’ ๐‘š๐‘ข๐‘โ„Ž โ„Ž๐‘–๐‘”โ„Ž๐‘’๐‘Ÿ ๐‘–๐‘› ๐‘กโ„Ž๐‘’ ๐‘™๐‘œ๐‘›๐‘” ๐‘Ÿ๐‘ข๐‘›.

๐˜ผ ๐™—๐™ง๐™ž๐™œ๐™๐™ฉ๐™š๐™ง ๐™›๐™ž๐™ฃ๐™–๐™ฃ๐™˜๐™ž๐™–๐™ก ๐™›๐™ช๐™ฉ๐™ช๐™ง๐™š ๐™ž๐™จ ๐™ค๐™ฃ ๐™ฉ๐™๐™š ๐™๐™ค๐™ง๐™ž๐™ฏ๐™ค๐™ฃ. ๐™‡๐™š๐™ฉ'๐™จ ๐™จ๐™ฉ๐™–๐™ง๐™ฉ ๐™ฅ๐™ก๐™–๐™ฃ๐™ฃ๐™ž๐™ฃ๐™œ ๐™›๐™ค๐™ง ๐™ž๐™ฉ ๐™ฉ๐™ค๐™™๐™–๐™ฎ.

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 lifeโ€™s biggest transitions. Whether youโ€™re just starting out or preparing for retirement, our team helps you navigate lifeโ€™s transitions with confidence.
๐Ÿ’ผ Comprehensive Financial Planning
๐Ÿ“ˆ Investment Management & Strategies
๐Ÿ›ก๏ธ Life Insurance & Annuities
๐Ÿ–๏ธ Retirement Income & Distribution Planning
๐Ÿ“œ Estate Planning Strategies ๐ŸŽ“ Retirement Plan Services & Investment Education
A Brighter Financial Future is on the Horizonโ€ฆ

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

We spend our summers dreaming of retirement โ€” picturing freedom, travel, and time well spent. But how much time do we spend planning for it? Donโ€™t let another summer go by without a plan. Letโ€™s turn those dreams into a strategy that makes them real.

05/25/2026
Iโ€™m grateful to work with friends, family, and their circles โ€” people who value trust, transparency, and planning for wh...
05/24/2026

Iโ€™m grateful to work with friends, family, and their circles โ€” people who value trust, transparency, and planning for what matters most. If you know someone who could benefit from a thoughtful conversation about their financial goals, please send them my way.

๐—ธ๐—ฒ๐—ฟ๐—ถ.๐—ต๐—ผ๐—น๐˜๐—ผ๐—ป@๐—น๐—ฝ๐—น.๐—ฐ๐—ผ๐—บ
๐Ÿณ๐Ÿฐ๐Ÿฌ-๐Ÿด๐Ÿด๐Ÿฌ-๐Ÿณ๐Ÿต๐Ÿฑ๐Ÿฎ
๐—ต๐—ผ๐—น๐˜๐—ผ๐—ป๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น.๐—ฐ๐—ผ๐—บ

๐—œ ๐—น๐—ผ๐˜ƒ๐—ฒ ๐˜„๐—ต๐—ฎ๐˜ ๐—œ ๐—ฑ๐—ผ ๐—ฏ๐—ฒ๐—ฐ๐—ฎ๐˜‚๐˜€๐—ฒ ๐—ถ๐˜ ๐—น๐—ฒ๐˜๐˜€ ๐—บ๐—ฒ ๐—ต๐—ฒ๐—น๐—ฝ ๐—ฝ๐—ฒ๐—ผ๐—ฝ๐—น๐—ฒ ๐—ณ๐—ฒ๐—ฒ๐—น ๐—ฐ๐—ผ๐—ป๐—ณ๐—ถ๐—ฑ๐—ฒ๐—ป๐˜ ๐—ฎ๐—ป๐—ฑ ๐˜€๐˜‚๐—ฝ๐—ฝ๐—ผ๐—ฟ๐˜๐—ฒ๐—ฑ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ๐—ถ๐—ฟ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ท๐—ผ๐˜‚๐—ฟ๐—ป๐—ฒ๐˜†. ๐—ช๐—ผ๐—ฟ๐—ธ๐—ถ๐—ป๐—ด ๐˜„๐—ถ๐˜๐—ต ๐—ณ๐—ฟ...
05/19/2026

๐—œ ๐—น๐—ผ๐˜ƒ๐—ฒ ๐˜„๐—ต๐—ฎ๐˜ ๐—œ ๐—ฑ๐—ผ ๐—ฏ๐—ฒ๐—ฐ๐—ฎ๐˜‚๐˜€๐—ฒ ๐—ถ๐˜ ๐—น๐—ฒ๐˜๐˜€ ๐—บ๐—ฒ ๐—ต๐—ฒ๐—น๐—ฝ ๐—ฝ๐—ฒ๐—ผ๐—ฝ๐—น๐—ฒ ๐—ณ๐—ฒ๐—ฒ๐—น ๐—ฐ๐—ผ๐—ป๐—ณ๐—ถ๐—ฑ๐—ฒ๐—ป๐˜ ๐—ฎ๐—ป๐—ฑ ๐˜€๐˜‚๐—ฝ๐—ฝ๐—ผ๐—ฟ๐˜๐—ฒ๐—ฑ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ๐—ถ๐—ฟ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ท๐—ผ๐˜‚๐—ฟ๐—ป๐—ฒ๐˜†. ๐—ช๐—ผ๐—ฟ๐—ธ๐—ถ๐—ป๐—ด ๐˜„๐—ถ๐˜๐—ต ๐—ณ๐—ฟ๐—ถ๐—ฒ๐—ป๐—ฑ๐˜€ ๐—ฎ๐—ป๐—ฑ ๐—ณ๐—ฎ๐—บ๐—ถ๐—น๐˜† โ€” ๐—ฎ๐—ป๐—ฑ ๐˜๐—ต๐—ฒ๐—ถ๐—ฟ ๐—ณ๐—ฟ๐—ถ๐—ฒ๐—ป๐—ฑ๐˜€ ๐—ฎ๐—ป๐—ฑ ๐—ณ๐—ฎ๐—บ๐—ถ๐—น๐˜† โ€” ๐—บ๐—ฒ๐—ฎ๐—ป๐˜€ ๐—œ ๐˜‚๐—ป๐—ฑ๐—ฒ๐—ฟ๐˜€๐˜๐—ฎ๐—ป๐—ฑ ๐˜„๐—ต๐—ฎ๐˜โ€™๐˜€ ๐˜๐—ฟ๐˜‚๐—น๐˜† ๐—ถ๐—บ๐—ฝ๐—ผ๐—ฟ๐˜๐—ฎ๐—ป๐˜ ๐˜๐—ผ ๐˜†๐—ผ๐˜‚. ๐—œ๐—ณ ๐˜€๐—ผ๐—บ๐—ฒ๐—ผ๐—ป๐—ฒ ๐˜†๐—ผ๐˜‚ ๐—ฐ๐—ฎ๐—ฟ๐—ฒ ๐—ฎ๐—ฏ๐—ผ๐˜‚๐˜ ๐—ฐ๐—ผ๐˜‚๐—น๐—ฑ ๐˜‚๐˜€๐—ฒ ๐—ฎ ๐—น๐—ถ๐˜๐˜๐—น๐—ฒ ๐—ฐ๐—น๐—ฎ๐—ฟ๐—ถ๐˜๐˜† ๐—ฎ๐—ป๐—ฑ ๐—ฐ๐—ผ๐—ป๐—ณ๐—ถ๐—ฑ๐—ฒ๐—ป๐—ฐ๐—ฒ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ๐—ถ๐—ฟ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฝ๐—น๐—ฎ๐—ป, ๐—œโ€™๐—ฑ ๐—ฏ๐—ฒ ๐—ต๐—ผ๐—ป๐—ผ๐—ฟ๐—ฒ๐—ฑ ๐˜๐—ผ ๐—ต๐—ฒ๐—น๐—ฝ.

If youโ€™re in your 40s or 50s and wondering whether youโ€™ve missed your window to plan for retirement โ€” take a deep breath...
05/08/2026

If youโ€™re in your 40s or 50s and wondering whether youโ€™ve missed your window to plan for retirement โ€” take a deep breath. You havenโ€™t.

You still have time to build a strategy that fits your goals, your lifestyle, and your future. Every step you take now can make a meaningful difference later.

Itโ€™s never too late to start planning for the retirement you deserve.

Letโ€™s talk about how to make the most of the time you have!!!!

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

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