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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.

Are We Right For You?

 Do you need a CERTIFIED FINANCIAL PLANNERTM professional?

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

Get to Know Us

How We HelpCommonsense advice for commonsense clients.

The Journey

The Journey

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

The Problem

The Problem

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

The Risk & Reward

The Risk & Reward

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

Why Work With us?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.

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Certifications & Partners

Our Process
Our History
Our Values

Status as a Dave Ramsey Smartvestor Pro does not imply a certain level of skill or training.

InsightsArticles & Events

The Financial and Emotional Impact of Sudden Wealth

The Financial and Emotional Impact of Sudden Wealth

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How to Assess the Top Five Risks in Retirement

How to Assess the Top Five Risks in Retirement

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Small Business Tax Mistakes to Avoid

Small Business Tax Mistakes to Avoid

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Contact UsLet's talk about your goals.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.