About Us

Newton & Newton

We work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with your critical areas of planning, including:

  • Portfolio Design
  • Investment Management
  • Financial Planning
  • Educational Planning
  • Retirement Planning
  • Financial Recovery Following Divorce
  • Estate Planning
  • Life Insurance
  • Annuities

As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. We work hard to bring our clients financial solutions that are designed to help them achieve security and peace of mind both now and in retirement. Plan Well & Prosper!

Call us today to see how we can help!
Lew Newton
Gretchen Newton Michell

Our goal is helping individuals and families provide security and peace of mind. I began in the insurance industry in 1975 and have been a Registered Investment Advisor since 1991.

Independent Registered Investment Advisors are fiduciaries. They are obligated to act in the best interests of their clients, putting your best interests ahead of their own – not in the moment, but at all times. Financial advisors who have a fiduciary duty must only buy and sell investments that are the best fit for their clients; they cannot, for example, base their decisions on what investments would provide them with the highest commission. Fiduciaries are held to a significant level of trust with their clients and must avoid conflicts. That adds an extraordinary level of personalized service not always found in other investor-advisor relationships. In simple terms, I must make your goals, my goals.

Gretchen & I are family, and as financial advisors, we are committed to treating you like family and protecting your hard-earned assets as we would our own. We have been in business for over 30 years and our clients are not just numbers on a page. You may call or come in and talk to us eyeball to eyeball. As our value statement says, we are relationship-driven! We strive to see or speak with our clients at least once every 6 months, often more. We know our clients, so our clients enjoy the peace of mind that comes with knowing their Financial Advisor can help them regardless of how big, small, unique, or specific their needs are. With the years of experience we bring to the table there is not much that we haven't seen before, and you never know when that's going to come in handy.”

Our clients financial well being is the first, last and entire point of our relationship.
- Plan Well & Prosper! -