Jon Walton,Cfp®,Clu Email & Phone Number

Jon D. Walton, CFP®, CLUFounder and Financial PlannerI entered the financial services industry through New York Life, where I was a national top performing sales professional for 15 years. In 1994, following through on a dream to provide clients with truly comprehensive and independent financial planning, I founded Independence Wealth Services as a sole practitioner, serving just a handful of clients. Within months, demand for this new model of service required an expanded staff. The company has since grown to include several Financial Planners and 3 client service support staff and now serves over 300 financially successful individuals and their families with personalized plans and portfolio monitoring. I specialize in client contact, along with wealth management, retirement, and estate planning. I am a member of the Financial Planning Association.I find great satisfaction in the fact that the Independence Wealth Services business model aligns our best interest with our clients', unlike the commission-based relationship of many financial services firms. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Independence Wealth Services, 260 Kennett Pike Chadds Ford, PA 19317, office: 302-763-1180. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html