Our Principals

Clients choose our advisors for their comprehensive planning strategies and market knowledge.

Clients stay with them for their commitment to personal integrity.


Steve Dalton

Partner/Wealth Manager

Steve Dalton founded Dalton Strategic in 1988, a FINRA/SEC Broker Dealer and Investment Advisory Firm that had branch offices in 30 states and managed nearly one billion dollars of client assets. The firm was acquired by Securities America in 2014. He entered the industry in 1983 with a Finance Degree from Indiana University. Throughout his career in the securities industry, he hired, trained and managed advisors across the nation, consulted on two other investment firms as well leading two successful venture capital projects. As a partner of Ardent Retirement, he brings his wide ranging financial experience to help advisors as well as clients reach their financial goals.

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Securities offered through Securities America, Inc. member FINRA/SIPC, Ardent Retirement Planning Advisors are Registered Representatives. Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory firm, Ardent Retirement Planning Advisors are Financial Advisors. Ardent Retirement Planning and the Securities America companies are separate entities.Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.Securities licensed in AZ, CA, CT, FL, IL, IN, KS, MD, NJ, NY, NC, SC, TN, WA, PA