Will You Outlive Your Money Or Will Your Money Outlive You?

Our financial advisors take a different approach to helping people like you pursue financial freedom.

Social Security 101Social Security 101

Commonsense advice for commonsense clients.

The Journey

Investing is a journey, not a destination. We walk side-by-side with our clients.

The Problem

Retiring can be complicated. Let's create a plan so you can retire with confidence.

The Risk & Rewards

Black Swan events can be unavoidable. Let's evaluate and create a plan.

Do you need a Certified Financial Planner?

Financial plans often address a myriad of concerns and goals, from college planning to retirement income strategizing.

Do you need a Certified Financial Planner?
Is Shelton Financial right for you?

Maple Syrup (a hobby of our team) is perfect with your pancakes, but perhaps isn’t a great fit for your Friday night pizza. At Shelton, we take additional steps up front to ensure that we’re a great mutual fit with all of our clients. Our team is here to learn your story, answer your questions, and share how we may be able to help.

What Should You Do About Inflation and Stock Market Volatility?

During stock market volatility, it’s important to keep a level head to avoid financial mistakes.

What Should You Do About Inflation and Stock Market Volatility?

Articles & Past Events

Certifications & AffiliationsCertifications & Affiliations