At The Shiely Group, we are proud of the clientele we serve and the manner in which we serve them. Through referrals from clients we’ve known for generations, we now assist a growing circle of successful business owners (some with 401k plans), entrepreneurs, C-suite executives, medical professionals, and wealthy families that span generations and the nation’s geography.
Our high energy and varied ages enable us to relate personally and professionally to clients accumulating wealth and facing important decisions along the way. Whether we help clients invest wisely for college and retirement, take distributions later in life, or simply decide how they’ll use their resources, our goals-based planning approach drives our strategies and recommendations.
A typical client enjoys family time, traveling, and their achievements. They created their own wealth and deserve advisors as motivated as they are. For these ambitious individuals, we bring deep, practical knowledge and an unbiased perspective. Our long-term strategic advice and guidance is institutional-quality and highly customized. We employ ‘proven methodologies and tactics’ with the same care with which we’d serve family members.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
CIMA®, CPFA™, CPWA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.