Firm Overview
Newton One Advisors, LLC was founded on the premise that independence is paramount to developing, implementing, and servicing the long-term financial needs of our clients in a rapidly changing and complex world. Newton One specializes in providing exceptional financial services to individuals, families, closely and publicly held businesses, their owners, executive teams, and professional services providers to help them accomplish a variety of wealth accumulation, preservation and distribution objectives.
The firm was formed in 1999 by H. Thomas Hollinger, one of the financial services industry's most successful entrepreneurs. Tom Hollinger started his career in 1972 with the Provident Life Insurance Company. He was a perennial leader in both the company and the industry. Hollinger has co-authoerd several books on finance and investing and continues to develop financial strategies in a broad spectrum for the needs of the ultra affluent and corporate marketplace. Newton One Advisors LLC is privately owned and operated. We specialize in providing the following services:
- Wealth Transfer and Philanthropy / Charitable Planning
- Estate and Asset Protection Planning
- Individual Life, Disability and Long-Term Care Insurance Planning
- Investment Design and Management (public and private securities)
- Qualified Retirement Plan Design and Consultation
- Executive Benefit Plan Design and Consultation
- Business Succession and Continuity Planning
- Business Exit Planning for Entrepreneurs
Newton One Advisors, LLC is also a member of the M Financial Group , one of the nations premier financial service design and distribution companies, servicing ultra affluent individuals and Fortune 1000 companies through a network of 118 independent firms. M Financial Group was founded from the principal that "off the shelf" products often do not meet the needs of ultra affluent and corporate clients. Since 1978, M Financial has worked closely with many of the nation's most prestigious insurance carriers and investment firms to develop innovative products with unique features that complement the needs and objectives exclusively for member firm clients.
Our mission: to provide our clients and their advisors with solutions to financial needs which are innovative and sensible with timely, superior service while maintaining an eye on maximizing wealth, delivering advice we would implement for ourselves under the same circumstances.
What is in a name? Newton One was derived by merging the name of one of the brightest minds in history with the founding of our county.
Newton: Sir Isaac Newton was immensely influential and his accomplishments in mathematics and physics laid the foundation of modern science, revolutionizing the world. As a mathematician, he invented integral calculus. He made a quantum impact on theoretical astronomy, defining the laws of motion and universal gravitation.
Newton found science a hodge podge of isolated facts and laws, capable of describing some phenomena, but predicting only a few. He left science with a unified system of laws that can be applied for an enormous range of physical phenomena, and that could be used to make exact predictions. His lifelong pursuit to do so is the cornerstone of what we do for our clients' and their financial needs.
One: During the most challenging time in America's early world history while under the rule of England, we fought to become our own nation, indivisible. Delaware was formed as the first state of the union of the united States of America. At Newton One, we pride ourselves on being a leader at the forefront of our industry for the benefit of our clients as well as in our community.