Financial Consulting Services

Newton One Advisors’ professional staff includes experienced advisors with specific expertise in:

Financial Benefits Evaluation Services. We conduct in-depth studies to determine what financial benefits other firms in your industry are providing, to ensure that you remain competitive.
Insurance and Actuarial Consulting. Newton One specializes in providing group carve-out plans for life, disability and long-term care insurance to the senior-level employees.
Exit Planning for Business Owners. Using a systematic approach, we work with business owners who want to leave their business successfully but don’t know how to accomplish that goal. This process uses the owners’ advisors (legal, accounting, valuation and business consulting) or, if desired, specialists we recommend to help business owners maximize the value they receive on the sale or transfer of their business.
Executive Planning Consulting. To supplement the strategies implemented through the corporation’s financial benefits package, Newton One Advisors offers customized personal financial planning services for your firm’s executives.

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.