Plan your financial future with Shelby Finance Academy Ltd.

Welcome to

Shelby Finance Academy

250+ years

of combined experience

$504,000,000

assets under management

726 hours

of volunteer work contributed YTD

Reach New Financial Heights with Shelby Finance Academy Ltd 

At Shelby Finance Academy Ltd we are with you every step of the journey, guiding you toward your financial goals.

Placing your best interests before our own is the foundation for all the investment advice we provide. Whether you’re an individual investor, a business owner, a charitable organization, or a financial institution — our experience and our role as a fiduciary will help get you where you need to be.

Our team of wealth management advisors is experienced, knowledgeable, personable, and most importantly — accessible. As your circumstances change, so do our recommended strategies to ensure your investments remain aligned with your evolving goals and objectives.

Client Profiles

Individual Investors

Business Owners

Credit Unions

Non-Profit Organizations

Helping our clients achieve their financial goals