Home Carrollton Norton Financial reaches $150 million in assets under management

Norton Financial reaches $150 million in assets under management

CARROLLTON, GA – Local financial advisory firm Norton Financial is thrilled to announce that it has surpassed the $150 million mark in total investment assets it advises.* “I can’t describe the feeling of knowing that so many wonderful clients have entrusted our firm to manage their lifelong savings. It is truly an honor and privilege and we are so very grateful,” said founder Jason Norton. He also spoke on the importance of being able to offer objective financial advice to West Georgia and beyond. “Being a truly independent financial services firm has made a real difference. But I think the most important thing is that clients know we really care about them. As the saying goes, “People don’t care how much you know until they know how much you care.”

Norton also acknowledged his entire team as the firm has experienced explosive growth since hitting the $100 million mark just three years ago, in 2015. “As all employers know, good help is hard to find. Great help is nearly impossible to find and I feel so lucky to have the ensemble we have” explained Norton.

The firm, which ranks among the top five percent of LPL financial advisors based on annual production, continues a strong growth trajectory in 2018. Last fall it added its fifth team member, which prompted a relocation to the firm’s current 2,400 square foot office and client event space in Carrollton. For more information, call 678-941-3493 or visit www.nortonfinancialinc.com.

*AUA consists of $113 million in advisory assets and $37 million in brokerage assets as of 6-6-18.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners (IFP), a registered investment advisor. IFP and Norton Financial, Inc., are not owned or controlled by LPL Financial.