Business Details
47 Years
experience
Your Trusted Financial Partner in Troy, MO
Founded in 1979, Sheller Financial Services has dedicated over four decades to helping clients nationwide navigate the complexities of financial planning. Our team of Certified Financial Planners and experienced advisors specializes in crafting personalized strategies tailored to individual goals, whether in investment management, estate planning, retirement preparation, or business succession. With a commitment to integrity and independent advice, we collaborate closely with clients and their existing advisors to create cohesive financial roadmaps.Our founder, Gary Sheller, brings 40+ years of entrepreneurial expertise, while our team includes professionals like Ashley Arnold, CFP, and Jeff Myska, CPA, MBA, ensuring comprehensive support. We leverage advanced technology to monitor progress and adapt strategies as life evolves, prioritizing transparency and client-centric service throughout.
Services
Investment Management
Retirement Planning
Estate Planning
Tax Planning
Educational Planning
Business Succession
Details
- Year established: 1979
Highlights and features
- We have over 40 years of experience in financial planning and investment management.
- Our team includes Certified Financial Planners and a Certified Public Accountant.
- We offer customized strategies aligned with individual client goals and risk tolerance.
- We maintain a fiduciary duty to act in clients' best interests at all times.
- Our founder brings firsthand entrepreneurial experience to business succession planning.
Associations and certifications
- LPL Financial (Member FINRA/SIPC)
Services
Investment Management
We develop customized investment strategies based on individual risk tolerance and financial goals. Our team monitors market trends and portfolio performance to ensure alignment with client objectives. Regular reviews allow for adjustments as life circumstances evolve.
Retirement Planning
Our advisors help clients transition smoothly into retirement by analyzing income needs and creating sustainable withdrawal strategies. We utilize technology to track progress and optimize Social Security and pension benefits. Adjustments are made to account for changing market conditions and personal priorities.
Estate Planning
We collaborate with attorneys to design estate plans that ensure asset distribution according to client wishes. Services include beneficiary designation reviews and trust coordination. Our goal is to minimize tax liabilities while preserving wealth for future generations through comprehensive documentation.
Tax Planning
Our team works with CPAs to identify tax-efficient investment strategies and deductions. We analyze the impact of financial decisions on overall tax liability throughout the year. Coordination with external tax professionals ensures compliance while maximizing after-tax returns.
Business Succession
Entrepreneurs receive guidance on transitioning business ownership through buy-sell agreements and valuation strategies. We address liquidity needs and leadership continuity plans. Our founder's 40+ years of business experience informs tailored succession frameworks for long-term stability.
People
Gary S. Sheller
Executive Consultant and Owner
Founder of Sheller Financial Services with 40+ years of experience in financial planning and business ownership. Holds CFP certification since 1994 and securities licenses through LPL Financial.
Ashley E. Arnold
Certified Financial Planner
Graduate of Mark Skousen School of Business with CFP certification and Series 7 & 66 licenses. Specializes in research-driven financial strategies and client-focused planning solutions.
Jeff L. Myska
Director of Operations
CPA and MBA holder with 25+ years in finance and accounting operations. Oversees firm logistics and compliance, leveraging expertise from public accounting and global manufacturing sectors.
Questions
What financial planning services do you offer?
We provide investment management, retirement planning, estate planning, tax optimization, educational planning, and business succession services tailored to individual client needs.
Are you fiduciaries?
Yes, our Certified Financial Planners operate under a fiduciary standard, prioritizing client interests in all financial recommendations and planning decisions.
Do you work with out-of-state clients?
We serve clients nationwide but only conduct securities business with residents of states where our advisors are properly licensed or registered.
How are fees structured?
Fee structures vary by service and are disclosed upfront. Investment management fees are typically asset-based, while planning services may involve hourly or flat rates.
Can you help with business succession planning?
Yes, our founder's 40+ years of entrepreneurial experience informs customized business succession strategies, including ownership transition and liquidity planning.
