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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

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
Headphones

Your Next Vacation – Retirement

Think back to the last time you took a vacation. Do you recall how much time you spent deciding your destination, where you would stay, transportation, dining, and activities for[…]

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May 7, 2025 0
Faith Over Fear

Faith Over Fear

It’s the week after we celebrate our risen Savior…but that’s not the theme here today. It’s fairly obvious that we’re going through a bit of turbulence in the financial markets.[…]

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April 24, 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.