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Shelp Wealth Advisory Group
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Retirement - Let's Make a Plan
Shelp Wealth Advisory Group, along with Janney's Financial Planning professionals, can create a plan to project a target income goal. Taking into consideration your monthly and annual expenses, current and future income sources and current market conditions, we make recommendations that are aligned with your personal goals for retirement.
Retirement Planning
If you live to be 100 years old, or even 90, will your money last as long? That is an important question for retirees and near-retirees to ask themselves. Some may wonder, with all of the items to consider, if it can even be answered.
Alphabet Soup
If you are confused by the ‘Alphabet Soup’ of financial designations, you're definitely not alone. Here we will give you a brief explanation of the education and areas of study that each of our designations involves, both initially and ongoing.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2024
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
How is the Financial Health of the US Household
We thought we would highlight the importance of consumers and the correlation to the economy and the markets. One of the basics in understanding the markets is that the consumer “drives” the economy. In fact, the consumer is the largest percent of GDP.
2020 Economic Outlook: Four Important Considerations
2019 was a year of positive economic growth in the US that translated into substantial market gain in the Dow, Nasdaq and the S&P 500. What about 2020?
In the News
Check out these articles submitted by Peter Shelp and Adam Shelp that have been featured in local publications such as The Business Journal
Office Information