Walton Wealth Management Inc.
8529 Meadowbridge Road, Mechanicsville, VA 23116
Location & Phone number
8529 Meadowbridge Rd Suite 700, Mechanicsville, VA 23116, United States
About the Business
Walton Wealth Management Inc. is a finance institution located at 8529 Meadowbridge Road in Mechanicsville, Virginia, United States. Our company was founded to provide a personalized touch to our clients' financial needs, with a strong foundation in financial and tax planning. We aim to integrate important financial decisions with individual needs, ensuring efficiency in all aspects of your financial life.
Our goal is to offer personalized financial planning one step at a time. Clients have access to a secure cloud-based service serving as their personal financial dashboard, allowing them to track finances, access tax returns, and communicate securely with us. Our Color of Money Risk Analysis assesses financial pictures and provides a roadmap to overall risk preferences, resulting in a proprietary Color of Money score.
S. Jordan Walton offers Investment Advisory Services through Gradient Advisors, LLC, an SEC Registered Investment Advisor. We are not affiliated with or endorsed by the Social Security Administration or any government agency. All information on our site is for information purposes only, with opinions expressed solely by S. Jordan Walton and our editorial staff. Hyperlinks on our website are provided as a convenience, and we cannot be held responsible for information found on linked sites.
Photos
Hours open
Monday:
9:00 AM - 6:00 PM
Tuesday:
9:00 AM - 6:00 PM
Wednesday:
9:00 AM - 6:00 PM
Thursday:
9:00 AM - 6:00 PM
Friday:
9:00 AM - 6:00 PM
Saturday:
10:00 AM - 3:00 PM
Sunday:
Closed
Reviews
"Jordan is great! We’ve been very pleased with his tax services and how down to earth he is!"
"Always a great time seeing everyone. It’s like visiting family!"
"I have had the privilege of working with Jordan for almost 10 years now. He and his family do a great job of taking care of their clients, offering thoughtful financial advice, and assisting with tax preparation. I highly recommend Walton Wealth Management and will continue working with Jordan for years to come. Thank you for all that you do for your clients."
"Jordan was easy to work with and very informative. He was professional and kind. He has made a loyal customer for years to come. Thank you for everything Jordan!"
"There aren't enough words to describe how fortunate I was to be referred to Jordan Walton. Not only is he super efficient and knowledgeable about taxes and all things money, he is a true angel on this earth. He is kind and genuinely cares about his clients well being. He is not focused on just your financial health, but the overall effect it has on your life and that of your family. I was literally a train wreck when I met him and there was 1 thing he said that completely refocused me, which as I say, "gathered my life together." If you are looking for a family oriented, financially savvy, secure place to handle your money....well look no further! Trust me, you won't be disappointed!"
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