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.
The firm provides discretionary portfolio management primarily to individual and high‑net‑worth clients, overseeing about $17.5 million across roughly 153 accounts. Services include creating an investment policy statement and ongoing portfolio monitoring using mutual funds, equities, fixed income, real estate funds, TIPS and selected private placements. The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading orientation, with client portfolios tailored to goals, time horizon and documented risk tolerances. It manages accounts on LPL Financial platforms (including SWM/SWM II wrap‑fee program options), using the platform’s broad universe of funds, ETFs, individual securities and alternative investments as appropriate. Noteworthy distinctions for this solo advisory practice are its role in an LPL‑sponsored wrap fee program (an uncommon setup for independent firms) and its requirement that clients use specific custodians (LPL Financial or MassMutual Ascend). The firm discloses affiliations with an insurance agency and involvement in a private‑placement vehicle (Shealy Lampp LLC) and other outside businesses, which it identifies as potential conflicts of interest when those investments are recommended.
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 |
|---|---|---|
Boca Raton, FL
| 30
|
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