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.

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.

05/25/2026
I’m grateful to work with friends, family, and their circles — people who value trust, transparency, and planning for wh...
05/24/2026

I’m grateful to work with friends, family, and their circles — 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.

𝗸𝗲𝗿𝗶.𝗵𝗼𝗹𝘁𝗼𝗻@𝗹𝗽𝗹.𝗰𝗼𝗺
𝟳𝟰𝟬-𝟴𝟴𝟬-𝟳𝟵𝟱𝟮
𝗵𝗼𝗹𝘁𝗼𝗻𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹.𝗰𝗼𝗺

𝗜 𝗹𝗼𝘃𝗲 𝘄𝗵𝗮𝘁 𝗜 𝗱𝗼 𝗯𝗲𝗰𝗮𝘂𝘀𝗲 𝗶𝘁 𝗹𝗲𝘁𝘀 𝗺𝗲 𝗵𝗲𝗹𝗽 𝗽𝗲𝗼𝗽𝗹𝗲 𝗳𝗲𝗲𝗹 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁 𝗮𝗻𝗱 𝘀𝘂𝗽𝗽𝗼𝗿𝘁𝗲𝗱 𝗶𝗻 𝘁𝗵𝗲𝗶𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗷𝗼𝘂𝗿𝗻𝗲𝘆. 𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗳𝗿...
05/19/2026

𝗜 𝗹𝗼𝘃𝗲 𝘄𝗵𝗮𝘁 𝗜 𝗱𝗼 𝗯𝗲𝗰𝗮𝘂𝘀𝗲 𝗶𝘁 𝗹𝗲𝘁𝘀 𝗺𝗲 𝗵𝗲𝗹𝗽 𝗽𝗲𝗼𝗽𝗹𝗲 𝗳𝗲𝗲𝗹 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁 𝗮𝗻𝗱 𝘀𝘂𝗽𝗽𝗼𝗿𝘁𝗲𝗱 𝗶𝗻 𝘁𝗵𝗲𝗶𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗷𝗼𝘂𝗿𝗻𝗲𝘆. 𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗳𝗿𝗶𝗲𝗻𝗱𝘀 𝗮𝗻𝗱 𝗳𝗮𝗺𝗶𝗹𝘆 — 𝗮𝗻𝗱 𝘁𝗵𝗲𝗶𝗿 𝗳𝗿𝗶𝗲𝗻𝗱𝘀 𝗮𝗻𝗱 𝗳𝗮𝗺𝗶𝗹𝘆 — 𝗺𝗲𝗮𝗻𝘀 𝗜 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘄𝗵𝗮𝘁’𝘀 𝘁𝗿𝘂𝗹𝘆 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝘁𝗼 𝘆𝗼𝘂. 𝗜𝗳 𝘀𝗼𝗺𝗲𝗼𝗻𝗲 𝘆𝗼𝘂 𝗰𝗮𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝗰𝗼𝘂𝗹𝗱 𝘂𝘀𝗲 𝗮 𝗹𝗶𝘁𝘁𝗹𝗲 𝗰𝗹𝗮𝗿𝗶𝘁𝘆 𝗮𝗻𝗱 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲 𝗶𝗻 𝘁𝗵𝗲𝗶𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻, 𝗜’𝗱 𝗯𝗲 𝗵𝗼𝗻𝗼𝗿𝗲𝗱 𝘁𝗼 𝗵𝗲𝗹𝗽.

If you’re in your 40s or 50s and wondering whether you’ve missed your window to plan for retirement — take a deep breath...
05/08/2026

If you’re in your 40s or 50s and wondering whether you’ve missed your window to plan for retirement — take a deep breath. You haven’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.

It’s never too late to start planning for the retirement you deserve.

Let’s talk about how to make the most of the time you have!!!!

Laughter really is the best medicine!
05/01/2026

Laughter really is the best medicine!

If you are in your 40s or 50s, this question probably crosses your mind more often than you admit. Between career chang...
04/30/2026

If you are in your 40s or 50s, this question probably crosses your mind more often than you admit. Between career changes, raising kids, supporting aging parents, and life's unexpected turns, it's easy to wonder whether you're truly on track for retirement.

The good news: you don't have to guess!

An appointment with me can help you understand exactly where you stand- and what steps can move you forward with confidence.

𝗜𝗳 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲 𝗯𝗲𝗲𝗻 𝗮𝘀𝗸𝗶𝗻𝗴 𝘆𝗼𝘂𝗿𝘀𝗲𝗹𝗳, "𝗔𝗺 𝗜 𝗕𝗲𝗵𝗶𝗻𝗱?", 𝗹𝗲𝘁'𝘀 𝗳𝗶𝗻𝗱 𝗼𝘂𝘁 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿. 🎯🎯🎯

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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