Birmingham, AL International Park Drive Office

Walton Financial advises individual clients (both non‑high‑net‑worth and high‑net‑worth), as well as pension and profit‑sharing plans, charitable organizations, and corporations. The firm provides comprehensive financial planning, asset management, and retirement plan consulting and implements advisory programs using third‑party platform services.

Services are delivered primarily on a discretionary basis and can include customized portfolios (PPS Custom), model portfolios managed through Commonwealth’s PPS Select, mutual funds, ETFs, insurance products, and certain alternative investments. The firm describes a multi‑step due‑diligence process for model selection and may recommend specific share classes such as American Funds’ F‑2 when appropriate.

Walton Financial publicly discloses third‑party recognition—having appeared on Forbes’ Best‑in‑State Wealth Advisors list multiple times—a disclosure the firm highlights in its ADV and that is uncommon among peers. The brochure also discloses notable platform and financing arrangements with Commonwealth (and related loans tied to Commonwealth/LPL), a 2024 SEC adviser registration despite operating since 1999, and reliance on Commonwealth/NFS for custody and execution, each of which the firm identifies as relevant to program choice and potential conflicts of interest.