Our History

Our founder, Jeff Shelton, joined the financial services industry over 25 years ago. He began our firm with the belief that there's simply a better way for financial advisors to help people enjoy their wealth. Through his enlightened philosophy on financial planning and commitment to our firm’s core values, Jeff has grown our team of financial planners to help clients in Fort Wayne, Indiana, and all across the country pursue financial independence.

Our multi-generational firm takes a team approach to addressing your biggest financial concerns by combining the perspectives of our youngest advisors with the experience and wisdom of those team members who have been with us since the beginning.