About Us
Driven by a mission to make financial planning accessible.
We are devoted to making financial planning accessible to all.
By changing the way financial advice is provided, we provide more Americans an opportunity to afford professional guidance.
We have seen through experience how broken the classic financial advising model is. This model leaves small accounts behind in the name of AUM generated fees and often promotes career salesman to push commissioned products on unsuspecting clients. We understand how frustrating it can be as a client to pour your life into your savings only for it to be mismanaged.
WealthShed was created after seeing families of clients share similar histories of by apparent professionals. We are driven by a singular mission to make top quality financial planning professionals accessible to clients of all sizes.
Our Core Values
We believe in the power of personalized guidance to change lives. Through our three core principles, we aim to achieve
Flat Fee Based
We believe financial advice should be clear, transparent, and easy to understand. That's why we use a flat fee structure so that you'll always know exactly what you are paying, with no hidden surprises. This approach aligns our services with your long term best interests, retaining a key focus on long term goals over quarterly AUM fees.
Professional Guidance from a Fiduciary
Advice is only as good as the professional that provides it. We place an extensive emphasis on advisor background, continuing education, and client matching to ensure that your advisor is suited toward you.
Planning is a Continual Conversation
Your life does not wait for your bi-annual advisor meeting, and neither should your planning. We structured WealthShed to provide advice as a continuous conversation, rather than just a single meeting.
