Welcome to Calton
Founded in 1987, Calton has over 30 years of experience servicing independent financial advisors. Our focus has been to build a financial services firm that allowed independent financial advisors a broad platform of products and services to grow their business the way they choose. It is our goal to provide the resources of a large firm while maintaining the personalized service of a small company that makes you feel a part of the Calton family.
From inception we have focused the firm on the following precepts that we believe help drive the independent financial advisor’s business. Those precepts are:
- Provide quality products and services to our independent financial advisors
- Maintain a firm with financial stability to sustain long term relationships and success
- Have fun in all we do to service our advisors and their clients
You will see these precepts within our mission, vision and values statements but most importantly you will see them in our everyday commitment to servicing the needs of our advisors and the firm. Maintaining these values and standards is why we have many advisors who have built their entire careers with Calton. Like many others we know you will feel right at home within the Calton family.
Randall L. Ciccati, CEO