About SHEALY WEALTH ADVISORY LLC
SHEALY WEALTH ADVISORY LLC is a financial advisory firm with a team of dedicated professionals providing comprehensive financial planning and investment management services to their clients. With extensive knowledge and experience in the financial industry, SHEALY WEALTH ADVISORY LLC offers a wide range of financial services to assist clients in achieving their financial goals.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and guidance
- Customized financial planning and investment strategies
- Tailored solutions based on individual needs and goals
- In-depth analysis and evaluation of financial situations
- Regular monitoring and adjustments to financial plans
Facts and Insights
With a commitment to transparency and client satisfaction, SHEALY WEALTH ADVISORY LLC aims to provide reliable and accurate financial advice. Their team of advisors stays up-to-date with the latest market trends and uses advanced financial tools to guide clients towards making informed financial decisions. Here are some key facts and insights about SHEALY WEALTH ADVISORY LLC:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million + | 5 | Over 10 years |
Financial Services Offered
SHEALY WEALTH ADVISORY LLC offers a wide range of financial services to meet the diverse needs of their clients. These include:
- Financial planning
- Investment management
- Estate planning
- Retirement planning
- Insurance planning
- Tax planning
Client Types
SHEALY WEALTH ADVISORY LLC caters to a wide range of clients, including:
- Individuals
- High-net-worth individuals
- Business owners
- Families
Fees & Compensation
SHEALY WEALTH ADVISORY LLC is a fee-only advisory firm, meaning they do not earn any commissions for recommending specific products or services. Their fees are solely based on a percentage of assets under management, ensuring that their interests are aligned with those of their clients.
Background
SHEALY WEALTH ADVISORY LLC was founded by John Shealy, a licensed financial advisor with over 20 years of experience in the industry. Shealy holds multiple certifications, including the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). He is dedicated to providing clients with the highest level of service and expertise.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest that may arise in their financial advisor-client relationship. With SHEALY WEALTH ADVISORY LLC, clients can rest assured that they are working with a firm that has a strict code of ethics and maintains transparency in all aspects of their business.
In conclusion, SHEALY WEALTH ADVISORY LLC is a trusted financial advisor with a proven track record of helping clients achieve their financial goals. With their expert guidance, tailored solutions, and commitment to client satisfaction, they are a top choice for individuals and families seeking reliable and comprehensive financial services.