Mission, Vision & Values

Our Mission

Calton partners with independent financial advisors to support the growth of their business and best serve their clients by providing access to premier products, quality resources and personalized services.

Our Vision

Calton’s vision is to provide a customized, independent model for financial advisors to help them build and grow their business by offering the resources of a large firm while maintaining the personalized service of a small company.

Our Values 

Adhering to these values allows us to serve our independent financial advisors, employees and business partners where each relationship matters and contributes to the overall success of the company.

  • Supporting the financial advisors’ vision of independent.
  • Providing unique and customized quality products and services to support the clients’ financial objectives.
  • Managing our business prudently to sustain financial stability.
  • Demonstrating integrity by building trust and credibility through every interaction.
  • Recognizing and respecting that our employees, financial advisors and their clients, as part of the Calton family, are our most important asset.
  • Striving for quality and excellence in all we do with a focus on providing innovative solutions.