Executive Team

Ronald E. Newton, CFP®

Founder & CEO

Ronald E. Newton, CFP®, Founder & CEO, has over 30 years of successful entrepreneurial, financial planning, and management experience. He was recognized nationally at American Express Financial Advisors (now Ameriprise) as a leader in developing unique systems, tools and training programs supporting financial advisors in delivering clients a holistic, goals-based comprehensive financial planning experience. Recognizing the need for a knowledge bank that would cover virtually every personal financial planning topic, he founded Forefield, Inc., the industry’s foremost provider of real-time sales, education, and presentation solutions for financial institutions and advisors. Forefield was acquired in 2010 by Broadridge Financial Solutions, Inc. (BR) which today has 125,000 advisors subscribing to Broadridge Advisor Solutions. Ron founded his financial planning practice, Newton Financial, in 2008 and his practice was acquired in 2019 by Bartholomew & Company.