Our Firm

Your Plan Should Serve You

Layton Advisory Group was built around a simple belief: financial advice should serve the person, not the transaction. The firm’s perspective has been shaped by experience across multiple areas of financial services. That background helps us look beyond one product, account, or immediate question and consider how each piece fits into the larger plan. Today, our work is focused on helping clients understand where they are, what needs attention, and how their financial decisions can support the life they want to live.

Planning Should Start With You

Through a values-based discovery process, we help clarify what matters most, whether that includes family, faith, generosity, independence, education, stewardship, service, community, or something else entirely. Once those priorities are clear, the numbers have a clearer job to do.

The Wider View Makes Priorities Clear

Financial decisions rarely happen in isolation. A retirement date affects income planning. A pension decision may influence taxes. An estate plan may connect to family communication. We help you step back from the single issue in front of them and see how the pieces work together.

Meet Shawn

Shawn Layton has worked in the financial services industry since 1999, gaining experience across multiple sectors of the field. He is passionate about investor education and believes that informed investors are better equipped to make sound financial decisions that positively shape their futures. Shawn recognizes that change is inevitable, even when it cannot be predicted, and emphasizes the importance of being prepared through knowledge and prudent planning.

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Know What Comes Next Before You Make the Next Move

We work with clients where the conversations are honest and the planning can make a meaningful difference. For many families, that relationship spans generations, helping connect today’s decisions with tomorrow’s responsibilities.

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Our Values Shape How We Serve You

Build Trust Through Experience

Perspective is only as valuable as the experience it was built on. Having worked across the financial industry, we believe comprehensive wealth management knowledge is what makes advice practical and trustworthy.

Ground Decisions In Your Ideals

We believe that every financial decision a person makes should be grounded in their core beliefs. When your decisions are rooted in what you actually value, it becomes easier to stick to the plan for the long-term.

Steward Across Generations

The health of a family's financial life is measured not only by what the current generation has built, but by what the next generation inherits in knowledge, preparation, and values. We help build financial foundations that last.

Consider The Bigger Picture

It’s hard to see what’s important in the midst of everyday life. We look at the big picture, through comprehensive planning, investment guidance, and ongoing service, so you can live your life. We'll keep an eye on everything else.

Personal Guidance With Specialized Support Behind It

Layton Advisory Group works directly with clients while drawing on specialized resources available through Cetera to support more detailed planning, investment, and strategy conversations. Our relationship with Cetera gives us access to additional research, planning resources, technology, and specialized teams that can help inform the work we do for you. It allows us to bring more depth to complexity while keeping your guidance personal, coordinated, and connected to the bigger picture.

Advanced Planning Team

For complex planning questions, the Advanced Planning Team can help support deeper conversations around estate considerations, tax-aware strategies, business planning, wealth transfer, and other financial decisions that may require added technical insight.

Investment Management Team

The Investment Management Team provides research, market perspective, and portfolio support that helps inform investment conversations while allowing Layton Advisory Group to keep your plan connected to your goals, timeline, and risk considerations.

Financial Plan Design Team

The Financial Plan Design Team helps turn planning details into a clearer framework, supporting the analysis and organization behind retirement income, cash flow, savings, and long-term planning decisions.

See How Your Ideals Shape The Plan

Learn how Layton Advisory Group helps identify what matters most, then connects those priorities to practical financial decisions.

Explore Our Approach

Find Guidance For Your Stage Of Life

See how we support pre-retirees, retirees, families, professionals, and business owners through decisions that affect life, work, and legacy.

See Who We Serve

Connect The Pieces Of Your Financial Life

Review the planning areas we help coordinate, including retirement, investments, taxes, insurance, estate planning, and business planning.

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