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Our Mission & Goal

At Dalton Fiduciary Services, we are dedicated to serving with integrity, compassion, and professionalism.  


As licensed fiduciaries, we provide trusted guidance and oversight for individuals, seniors, and those with disabilities; managing financial matters, ehalthcare decisions and daily needs when support is critical. 


Bound by a legal and ethical duty to act soley in our clients' best interest, we uphold the highest standards of care, transparency, and confidentiality.  Our missions is to offer peace of mind and protection when it's needed the most. 


.

Melissa A. Dalton, Principal/Owner

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Copyright © 2025 DALTONFIDUCIARYSERVICES - All Rights Reserved.


This website presents general information about our fiduciary services.  We are not attorneys and cannot provide legal advice. We work closely with attorneys, CPAs and other financial experts and are willing to refer our clients to a trusted professional if needed or requested. 


California Licensed Professional Fiduciaries are licensed and regulated by the State of California udner the Department of Consumer Affairs. 







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