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Boston Five Star award winner

PROFESSIONAL PROFILE

Christa Norton Canavan, ChFC

Norton Financial Consultants
Registered Investment Advisor
165 Main St Ste 206A
Medway, MA 02053
Office: (508) 429-7000
christa@nortonfinancial.com
www.NortonFinancial.com

Professional Approach

Norton Financial Consultants is an independent financial planning firm. We assist our clients in the fulfillment of their financial planning objectives by taking a step-by-step approach to wealth management. We complete extensive data gathering to understand your current financial position and your financial goals and objectives. We prepare and present a financial plan tailored to your specific situation and needs, and we follow through on the implementation process to be sure our suggestions and recommendations are put into action. Together, we will go through a comprehensive process for managing your financial life and creating a financial plan customized to your needs.

NFC subscribes to the belief that ideas are not enough and considers the plan implementation essential. Our position as an independent financial planning firm allows us to coordinate efforts with your existing advisors. Once the plan is established, careful monitoring and periodic review are necessary to keep the plan in harmony with your continuing goals and objectives. We offer you an environment where you can feel confident that:

  • You can expect prompt replies from us to your directions or inquiries
  • Your money is working toward your goals effectively
  • Your wishes and opinions will be respected
  • Your needs are taken into account
  • Your investments are recommended because they are best for you
  • You have access to independent research and information to help you make informed decisions

Providing financial planning and wealth management services for more than two decades has shown that this simple yet tailored approach has helped us guide our clients to pursue their goals and has produced many rewarding relationships along the way.

Norton Financial Consultants will:

  • Get to know you, your dreams, your goals, and your performance expectations
  • Educate you on the options available to pursue your goals
  • Make investment decisions with you, not for you
  • Provide periodic updates on the performance of your investments to ensure that you are arriving at your benchmarks and goals
  • Remain in contact with you throughout our relationship and encourage you to contact us to discuss any change in your goals or other factors that may impact your investment decisions
This award was issued on 02/01/23 by Five Star Professional (FSP) for the time period 05/23/22 through 01/06/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,923 Boston-area wealth managers were considered for the award; 578 (15% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 4090, 513, 13%, 2/1/22, 5/24/21 - 11/19/21; 2021: 4069, 480, 12%, 2/1/21, 5/25/20 - 11/30/20; 2020: 3580, 463, 13%, 2/1/20, 4/1/19 - 12/13/19; 2019: 3619, 566, 16%, 1/1/19, 4/18/18 - 11/6/18; 2018: 2819, 532, 19%, 1/1/18, 3/23/17 - 11/10/17; 2017: 2467, 623, 25%, 12/1/16, 3/26/16 - 11/23/16; 2016: 2530, 632, 25%, 12/1/15, 5/18/15 - 11/6/15; 2015: 3542, 801, 23%, 1/1/15, 5/18/14 - 11/6/14; 2014: 1707, 655, 38%, 1/1/14, 5/18/13 - 11/6/13; 2013: 2362, 713, 30%, 1/1/13, 5/18/12 - 11/6/12; 2012: 2591, 454, 18%, 1/1/12, 5/18/11 - 11/6/11.
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Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. Advisory services offered through Norton Financial Consultants, a Registered Investment Advisor, are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Tax services offered through Norton Financial Consultants are separate and unrelated to Commonwealth. Commonwealth does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 4,069 Boston-area wealth managers were considered for the award; 480 (12% of candidates) were named 2022 Five Star Wealth Managers. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.