ABOUT

Meet Keri Holton: your future-focused, relationship-driven partner for financial success.

Keri Holton: Owner and Financial Advisor

Hi, I’m Keri Holton, owner and financial advisor of Holton Financial Advisors: a relationship-focused financial planning firm. I love talking about money: how to save it, invest it, and even spend it! I work to make these conversations come to life by serving as your personal money guide.

Working with a financial advisor is no longer only for the uber-wealthy. Everyone deserves to have a brighter financial future. My financial process helps to identify your goals and values, then we’ll work as a team to achieve success.

A headshot of Keri Holton, the owner and financial advisor of Holton Financial Advisors.

“I love building relationships and partnering with my clients to help turn their dreams into a reality.”

Since 2005, I’ve been helping clients navigate their finances by making money management more approachable and accessible.

I have over 20 years of diverse experience in the financial services and retirement planning industry. I started my career as a Senior Retirement Consultant at Lincoln Financial Group where I managed large corporate and non-profit retirement plans for over 15 years. It was my love of getting to know my clients and building trust and relationships that led me to create Holton Financial Advisors.

In 2008, I made the jump to be an independent advisor to continue focusing on retirement planning and individual wealth management, ultimately joining LPL Financial in 2022. As an LPL business professional and a small business owner, I understand the importance of personal relationships and my community while also being backed by the strength and support of a Fortune 500 company. I’m proud to have clients across the country with the majority in Columbus, Ohio and my home area of Licking County, Ohio.

I’m very active in my local community with kids in both Newark City School and St. Francis de Sales School. I’m often engaged in sporting events, supporting our local STEM programs, and volunteering to keep Licking County the beautiful community it already is! When I’m not in the office, you’ll find me with my handsome husband or having fun with my boys (ages 13 and 9). I love to travel and spend time adventuring outdoors. 

An orange icon in a thin line style shows a handshake with a check mark above it.

All the perks of a small business, plus the power of a Fortune 500 company

LPL Financial logo

Holton Financial Advisors offers financial planning through LPL Financial, a Registered Investment Advisor. This gives you all of the industry resources and market insights of a Fortune 500 company, alongside of the personal experience of working with Keri Holton as a small business owner.