Our Firm

The Shelley Financial Group offers you more than 32 years of combined experienced in investment planning services. Our culture here is founded on FIVE VALUES essential for success.

FAMILY: We each have a family of our own we are committed to leading
and serving. We assist our clients in reaching the financial goals they have in growing their family's financial health, net worth and security.

WORK ETHIC: We value the American entrepreneurial spirit! Our entrepreneurial drive led us to build our own financial advisory business. We can relate to those individuals who have their own businesses. We have been there; we understand business risk management. We focus on bringing our clients to the point where they can focus on what they do best - earning a living - because they know we'll be there doing what we do best: creating a comprehensive investment plan based on their risk tolerance and investment objectives, implementing the plan using our portfolio management practices and investments and review their plan on a timely basis.

TEAM WORK: One major financial risk facing too many investors is a failure to make a commitment to surround themselves with a financial advisory team able to create an investment plan that not only encompasses their business but their personal assets and goals as well. We see our responsibility as accepting the challenge to be the quarterback of their "financial team", often working with our clients, CPA's, estate planning attorneys, trustees and other advisors.

LIFESTYLE: We value the importance of lifestyle planning, a much more relevant concept than retirement planning. Lifestyle planning is an ongoing process. We guide our clients in envisioning what their ideal lifestyle now and in the future looks like, determining the cost of maintaining that lifestyle and designing an investment plan to help them by financially attaining and maintaining their chosen lifestyle.

INTEGRITY: We value integrity and transparency. We have chosen to put a priority on the ethical way we conduct business, rather than an emphasis on how we can increase revenues. If we make a mistake, we notify you, accept responsibility and correct the mistake immediately.