Our Mission
How We Work
At NewMarket Financial Advisors, we provide personalized, step-by-step guidance through your financial plan, ensuring you never feel overwhelmed. We focus on your entire financial landscape—offering support for all life events and decisions. Our custom plans are tailored to your unique situation and goals, without using standard templates. We value long-term relationships, working with clients through all stages of life and being there for both good and challenging times, ready to have the tough conversations necessary to safeguard your financial future.
Financial planning can feel overwhelming, but at NewMarket Financial Advisors, we don't just provide a list of suggestions. We partner with you to actively help you implement your plan and pursue your goals.
Our Process
It all starts with a conversation to understand your vision for the future and what matters most to you. We’ll then explore your financial situation in detail and provide tailored recommendations to help you reach your goals. After that, the choice is yours: if you’re ready to move forward, we’ll start executing your plan together. If not, you can keep our recommendations for future reference—no pressure!
Our History
Originating in 1980 as NewMarket Financial Group, our company name was modified in 2007 to NewMarket Financial Advisors. We spent 27 years in downtown Canton and moved to Belden Village (where we are today) in 2007.