Advisors

The CERTIFIED FINANCIAL PLANNER ® professional designation is the standard of excellence in the financial planning industry.  In order to become certified, CFP® professionals complete extensive education and experience requirements including a comprehensive exam. Their training focuses on assisting clients in the development of a holistic strategy to reach short- and long-term financial goals. CFP® professionals are held to rigorous ethical standards, including the requirement that they act in the best interest of their clients when providing financial planning services.   This is known as the fiduciary standard and sets a high bar for CFP® professionals, which distinguishes the CFP® certification from the many other designations in the financial services industry.  

 Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Sheller Wealth Management, Inc., a registered investment advisory firm. Sheller Wealth Management, Inc., and Sheller Financial Services are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.