The Shiely Group

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.