A complete list of active advisors currently associated with Shealy Wealth Advisory LLC

Warmer can help you find a great advisor at Shealy Wealth Advisory LLC or one who fits your needs even better.

Shealy Wealth Advisory LLC provides discretionary portfolio management to individual and high‑net‑worth clients, documenting each client’s goals, risk tolerance, and asset allocation in an Investment Policy Statement and implementing long‑term trading strategies. Investment advice is generally limited to mutual funds, equities, fixed income, real estate funds, Treasury‑inflation‑protected securities and private placements. The firm’s investment process is grounded in modern portfolio theory and ongoing portfolio monitoring, with the adviser exercising trading discretion on behalf of clients. It implements portfolios both directly and through managed account programs sponsored by a broker‑dealer (including wrap‑fee arrangements), which can affect trade execution, share‑class availability and transaction handling. Notable distinctions include acting as a portfolio manager within a broker‑dealer‑sponsored wrap fee program and having an affiliated private‑placement entity that may be recommended to suitable clients, each of which presents potential conflicts of interest that are disclosed in the brochure. The principal also maintains an active insurance practice and the firm requires use of specific custodians, factors that can influence available product options and compensation arrangements.

To learn more about the advisors currently working at Shealy Wealth Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Timothy Shealy	Boca Raton, FL	31

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