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Our Core Values

God leads our company • We strive to be the competition, not fight the competition • We work to over-deliver • We strive to have a servant heart • We do what’s right, even when no one is looking • Our handshake is our contract and our word is our bond • We strive to be nimble • We welcome and expect input from our advisors • We focus on our unique abilities and help others focus on theirs • Always share – never hold back

Latest Articles

Family Meeting

Should You Have a Family Meeting?

Eeek… Just hearing the words “family meeting” can make you cringe, right? Most of us don’t have great memories of them. They’re usually called in response to conflict—especially when kids[…]

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June 5, 2025 0
Complicated

What Are You Stressed About?

Do you really know? Your first response may be, “everything” or “a lot of things.” But is that really the heart of the matter? Take Stan. Stan is a successful[…]

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May 22, 2025 0
Grandparents

Thinking About Gifting to Your Children?

You may want to think again! It’s common for a parent, or parents, to start gifting assets to their children as they get older. The problem is that they don’t[…]

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May 15, 2025 0

Customer Relationship Summary

Below is a copy of our Customer Relationship Summary, known as “Form CRS.” This new Form is intended to inform retail investors about: (i) the types of client and customer relationships and services the firm offers; (ii) the fees, costs, conflicts of interest, and required standard of conduct associated with those relationships and services; (iii) whether the firm and its financial professionals currently have reportable legal or disciplinary history; and (iv) how to obtain additional information about the firm.

Customer Relationship Summary (SMG Form CRS)
SMG ADV Part 2A

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.