Independent Like You.

Rooted in experience

Newton One, LLC is a Life Insurance Advisory firm for affluent clients and their advisors in the areas of risk management, wealth transfer and business succession planning.

We were founded on the premise that advocacy and independence are paramount to developing, implementing, and servicing the long-term financial needs of our clients in a rapidly changing and complex world.

Our Mission

To provide our clients and their advisors with advice and service, the same advice we would implement for ourselves under similar circumstances.

Our Firm

Newton One develops a broad spectrum of financial strategies to support the needs of the ultra-affluent and corporate marketplace.
We are privately owned and independent. We specialize in providing the following services:

  • Estate Planning and Wealth Transfer
  • Executive Benefits
  • Non-Qualified Deferred Compensation
  • Specialty Design of Life Insurance Policies
  • Business Continuity and Succession Plans
  • Private Placement Life Insurance and Annuities
  • Disability and Long-Term Care Policies

Our Competitive Advantage

Newton One, LLC is a Member of the M Financial Group, one of the nation’s premier insurance & financial services design and distribution companies, serving ultra-affluent individuals and Fortune 1000 companies through a network of over 130 independent firms.

M Financial Group was founded on the principle 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 the nation’s most prestigious insurance carriers to develop innovative products with unique features and flexible options that complement the needs and objectives exclusively for Member Firm clients.

Quotation Mark

“Nothing is as good as it seems, nothing is as bad as it seems. Yesterday is history. You can’t control the past, but we can affect the future.”

H. Thomas Hollinger

Managing Partner and Founder, Newton One