ABOUT US | History

Newton Financial Solutions was born in 2007 when Tim and John decided to pursue their dream of running a joint practice in the financial services industry. The whole team had worked for Edward Jones Investments but saw in Commonwealth a firm that would provide great opportunities for them and their clients to pursue their dreams. As Investment Adviser Representatives of Commonwealth, John and Tim have developed a conservative investment philosophy, which focuses on combining high quality investments with flexibility in management style. Long-term plans need careful thought and timely response to the changing world around us. We enjoy working with clients from every walk of life and every financial situation. We added Kelly Nelson and her CPA practice and her assistant Julie Gebauer in 2010. Newton Financial Solutions is now able to offer tax and accounting services to small businesses and individuals as well! Offering multiple services is just one more way we are reaching out to help our clients and watch over their accounts.


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Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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