Knowledge & Experience You Can Trust

Securities offered through LPL Financial, member FINR/SIPC. Investment advice offered through Sheller Wealth Management, Inc., a registered investment advisor. Sheller Wealth Management, Inc., and Sheller Financial Services are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, IL, MO, NC, OH, TX. DISCLOSURES

Investment Services

Our team at Sheller Financial Services stands ready to assist you in developing and implementing a customized financial plan based on your needs, goals and specific risk tolerance. 


We have  a wide range of options available to us as we assist clients in designing and executing a well thought-out and property diversified investment strategy.