Shetland Financial
Shetland Financial is an independent, fee-only advisory firm providing integrated wealth management, tax, and financial planning services. The firm serves individuals, professionals, and business owners seeking coordinated advice across investments, tax strategy, and long-term financial planning.
Shetland Financial emphasizes a fiduciary, planning-first approach, focusing on tax efficiency, disciplined investment management, and clear, ongoing guidance tailored to each client’s goals and circumstances.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.