Newton One Advisors

Financial Benefits Evaluation Services
Insurance and Actuarial Consulting
Exit Planning for Business Owners
Executive Planning Consulting

Financial Benefits Evaluation Services
Qualified Plan Consulting
Insurance and Actuarial Consulting
Exit Planning for Business Owners
Non-qualified Plan/Executive Compensation Consulting

Plan Design and Compliance
Due Diligence
Provider Monitoring, Search and Selection
Plan Expense Analysis and Management
Investment Policy
Employee Communication and Education

Securities offered through M Holdings Securities, Inc., a Registered Broker Dealer and Investment Advisor, Member FINRA/SIPC.
Advisory Services offered through M Holdings Securities, Inc. and/or Newton One Advisors.
Newton One Advisors is independently owned and operated.

131 Continental Drive, Suite 206 (map)
Newark, DE 19713

Phone: 302.731.1326
Fax: 302.455.9089

Securities products may be sold in the following states: AZ, CA, CO, DC, DE, FL, GA,
ID, KY, MA, MD, ME, MI, MN, NE, NC, NJ, NM, PA, TN, UT, VA, WI, CT, NY, TX WA.