About Us
Driven by a mission to make financial planning accessible.
We are devoted to making financial planning more accessible.
By changing the way financial advice is provided, we aim to provide millions of 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 due to AUM minimums 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 Americans share similar histories of mistreatment 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 commissions. This approach allows us to retain a key focus on a long term destination rather than quarterly performance based objectives.
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 a good fit for you.
Planning is a Continual Conversation
Your life does not wait for your annual advisor meeting, and neither should your planning. We structured WealthShed to provide advice as a continuous conversation, rather than just a single meeting.
