Exit Planning Institute - Find a CEPA

According to the 2021 U.S. Bureau of Labor Statistics data, there are more than 330,300 financial advisors employed in the United States so that begs the question... Why the Shiely Group? Simple, we focus on the controllables. We accept that we have no control over the market, the economy, or life and death. However, we can control your asset allocation, how accounts are structured to help your legacy, and work with your CPA to help mitigate taxes. That's holistic planning and that's what we excel at.

Why become a CEPA? I felt both our team and EPI shared a mutual interest in holistic planning. In addition I wanted to better assist business owners in managing their "baby" and address any concerns that can help them grow their wealth and plan towards the future.

If you have read this far down I thank you for reading my Jerry Maguire-esque statement. All kidding aside, If you are interested in learning about each of us individually, we have updated biographies on our team site and are happy to at the least give you a bit of direction through our conversations!

Outside of work you can find me playing volleyball across the northeast with my friends, experimenting in the kitchen, or working in my community to help other entrepreneurs grow through my network and experience. If you have any questions or wanna join in one of our volleyball games... drop a message and I'm happy to connect.

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UBS Approved Content

2022 Colorado State of Owner Readiness Report

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