Newton Financial Group
Your Partner in Comprehensive
Wealth Management
Bowling Green Financial Planners
Building Relationships. Preserving Wealth.
At Newton Financial Group, we prioritize a client-centric approach to wealth management. Led by seasoned expert Mike Newton, we aspire to be more than just advisors—we aim to be an extension of your family.
Life transcends finances; it’s about purposeful living, pursuing passions, and nurturing meaningful connections. For over 20 years, we’ve partnered with clients, embracing their goals as our own. Whether you’re navigating major life changes, securing your family’s future, or planning for retirement, we’re here to guide you toward financial security.
We can handle your finances so you can focus on what really matters—family, passions, and the moments that make life rich.
About Us
Experience the Difference of Personalized Wealth Management.
At Newton Financial Group, we’re not just managing money—we’re building relationships. We believe the best financial strategies come from truly understanding what drives you. That’s why we treat our clients like family, because to us, you are. Our relationship-first approach means we listen deeply, communicate openly, and always act in your best interest. Whether you’re preparing for retirement, growing your business, or planning for future generations, we’re here to support you—just like family would.
Personalized Care
We take the time to understand your unique situation and craft financial strategies that reflect your personal values, goals, and dreams.
Lasting Partnerships
Our work together doesn’t stop after a plan is created. We maintain ongoing relationships with our clients, adjusting strategies as your life evolves, helping to ensure you’re always on the best path forward.
Fiduciary Duty
As fiduciaries, our commitment to you is unwavering. Your best interests always come first, with complete transparency and trust as the foundation of everything we do.
Drive Your Future Forward with Newton Financial Group.
Our Services
Managing Wealth. Building Legacies.
Financial success is about more than just accumulating wealth—it’s about creating a legacy, protecting what matters, and helping ensure that your financial resources align with your values. Our fiduciary services are built on trust, transparency, and a commitment to helping you achieve financial confidence.
Investment Management
We carefully manage your investments with personalized strategies that prioritize growth, protection, and sustainability. But more than that, we help ensure your investments reflect your goals, your values, and your dreams for the future.
Retirement Planning
Your retirement should be about enjoying life, not worrying about money. We create custom plans that help ensure your wealth supports the lifestyle you’ve worked hard to build, allowing you to focus on family, friends, and new adventures.
Estate & Legacy Planning
The most important thing you leave behind isn’t money—it’s the impact you’ve made. We help protect your legacy and make sure your wealth is passed down in a way that reflects your values and provides for those you care about most.
Tax Planning & Mitigation
We offer tax strategies that help you keep more of what you’ve earned, so you can spend less time worrying about financial details and more time living life on your terms.
Risk Management & Insurance
Life is full of surprises, but we’re here to make sure your financial plan is prepared for the unexpected. Our risk management services help protect your wealth from unforeseen events, keeping your financial future secure.
Business Planning
As a business owner, your business is more than a job—it’s part of your legacy. We help you plan for its future while you prepare for the next chapter of your life.
Trusted Financial Guidance in Bowling Green, Kentucky.
By refining your financial journey with us, you’re choosing a partner committed to your success and well-being. Don’t wait—let’s embark on this journey together.
Your Advisor
Meet Mike Newton.
Led by Mike Newton, our team believes that great financial planning begins with trust. With over two decades of experience, Mike has cultivated enduring relationships, treating clients like family. Together, the Newton Financial team brings expertise and passion to help you achieve your financial and personal aspirations, whether that means crafting a retirement plan or developing investment strategies to secure your family’s future.
Mike Newton, CPWA®
Certified Private Wealth Advisor
Our Team
Meet the Rest of Our Team.
Check the background of investment professionals on FINRA’s BrokerCheck.
Phone
Call: (270) 393-7030
Text: (270) 393-7030
Fax: (270) 495-4265
Office Hours
Mon-Fri: 8:00 AM – 4:00 PM
Sat-Sun: By Appointment
Contact Us
Let’s Get Started.
When you work with Newton Financial Group, you’re more than just a client—you’re family. If you’re ready to take control of your financial future, we’re here to guide you with the care, trust, and expertise you deserve. Whether you’re looking for investment advice, estate planning, or simply someone to talk to about your financial questions, we’re always here to help.
If you’re ready to take control of your financial future, we’re ready to guide you. Reach out today for a complimentary consultation or second opinion.
