Miami Valley Portfolio Management
36yrs
Top 6% by experience in Ohio
5yrs
Devon Walton
Financial advisor at Strategic Advisers
Devon Walton has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Brookville, Ohio. After three years at Fidelity Personal and Workplace Advisors, Devon joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 10 advisors with offices in Brookville, and one of 7 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeBrookville, OH
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Questions to ask Devon
Tailored to Devon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Devon
How do I contact Devon?
Call Strategic Advisers at 617-563-7000 and ask for Devon Walton. Devon works from the Brookville, OH office.
How long has Devon been a financial advisor?
Devon has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Devon hold?
Series 66. Tap any license on this page to see what it allows.
Is Devon a fiduciary?
Devon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devon paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Devon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Miami Valley Portfolio Management
36yrs
Top 6% by experience in Ohio
Alphastar Capital Management
29yrs
Top 7% by experience at Alphastar Capital Management
Miami Valley Portfolio Management
27yrs
Top 20% by experience in Ohio
LPL Financial
26yrs
Top 24% by experience in Ohio
Spire Wealth Management
21yrs
More experience than 63% of advisors in Ohio