A complete list of active advisors currently associated with Norton Financial Consultants

Warmer can help you find a great advisor at Norton Financial Consultants or one who fits your needs even better.

Norton Financial Consultants provides fee-based financial planning and wealth management consulting to individuals, high-net-worth households, trusts, estates, and small businesses, covering retirement planning, estate analysis, tax considerations, executive compensation, college funding and business planning. The firm prepares customized financial plans based on detailed data gathering and offers implementation assistance of recommendations through broker-dealer and insurance channels when clients request it. The firm's advisory process is methodical and client-specific: it matches clients’ goals, time horizons, tax situation and risk tolerance to investment and portfolio design, using third‑party research and periodic plan reviews to update recommendations. Norton Financial Consultants does not provide discretionary portfolio management or custody of client assets, so clients retain control of account custody and proxy voting while the firm focuses on planning and consultative oversight. What distinguishes the firm from most independent advisers is the principal’s dual role as a registered representative of a broker‑dealer and as a licensed insurance broker, enabling in‑house implementation of commissionable securities and insurance products and creating identifiable conflicts of interest that the firm discloses and seeks to mitigate. It is also atypical in relying on fixed or hourly planning fees rather than percentage‑of‑AUM billing and in operating as a very small, planning‑focused practice that depends on third‑party custodians and sponsored programs for investment implementation.

To learn more about the advisors currently working at Norton Financial Consultants, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Christa Canavan	Medway, MA	41

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