Newton Financial Group

Newton Financial Group is a Financial Planner in Bowling Green, KY. Led by Mike Newton, the firm provides personalized wealth management and financial planning services to individuals and families. The team includes Associate Financial Consultants Alma Grant Merideth and Grant James Salchli, alongside administrative and client services staff Alma Gentry and Kara Clayton. The group focuses on helping clients navigate major life changes, secure their family’s future, plan for retirement, and grow their business. They offer complimentary consultations and second opinions for those seeking to take control of their financial future.

The firm operates with a fiduciary duty, prioritizing the client’s best interests with complete transparency and trust. Mike Newton holds the Certified Private Wealth Advisor (CPWA) designation. The approach emphasizes building lasting partnerships rather than simply managing money; strategies are adjusted as clients’ lives evolve. The team aims to understand each client’s unique situation to craft financial strategies that reflect personal values, goals, and dreams. They treat clients like family, listening deeply and communicating openly to support purposes such as business growth and planning for future generations.

Newton Financial Group maintains a physical office at 191 West Professional Park Court, Suite 2, in Bowling Green, KY 42104. The office is open Monday through Friday from 8:00 AM to 4:00 PM, with appointments available on Saturdays and Sundays. Clients can reach the team by phone at (270) 393-7030, by text at the same number, or by fax at (270) 495-4265.

The firm has served clients for over 20 years, building a reputation for relationship-first financial planning. The team combines professional expertise with a commitment to understanding the personal context behind every financial decision.

In Bowling Green, Newton Financial Group combines decades of experience with a fiduciary commitment to help residents achieve financial security and purposeful living.

Newton Financial Group achieved a technical score of 91 out of 100, which ensures the website is secure and easily readable by search engines. The firm also earned a Schema and Structure score of 75 out of 100, helping AI assistants and search engines clearly understand the business and its offerings. In Bowling Green, the business ranks number 2 of 12 Financial Planner businesses that BizScoreAI has scored.