Shaun Carney (CFP®)

Shaun Carney focuses in the
following client markets or areas of practice:

  • Business Owners
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Fee only. No commissions. No products. We are focused on financial planning - not earning a commission or selling unnecessary financial products. Our core principles are transparency, integrity, and humility. We work with strategic partners to develop and implement a financial plan which includes: investment management, tax preparation, insurance needs analysis, and estate planning. Our ultimate goal is to provide peace of mind to the individuals and families we partner with. We are structured to work virtually with individuals, so you're not limited by location. We take an evidence based approach to investing by utilizing low-cost broad-based index funds aligned with your risk tolerance. We are sworn fiduciaries who uphold an oath to put your interests and needs first at all times.

Additional Information

If you are a busy professional who no longer has the time to focus on your investments, taxes, insurance, and estate plan, we can help analyze your current situation, recommend a strategy, and implement the financial plan to ensure you are taking the necessary steps to achieve your financial goals while you focus on what is most important: your family and career. If you are a pre-retiree concerned about making the transition to retirement and want to ensure you do not run out of money. You want to ensure you are not buying an unnecessary financial product. You want to ensure you have the right distribution strategy from your retirement accounts and avoid unnecessary tax liabilities. You want to ensure your assets pass efficiently to your loves ones after you pass. We can help develop and implement a strategy while educating you along the way to provide peace of mind for your retirement goals.

NAPFA Start Date

May 24, 2019


This Office

5701 N. High St. #100 Worthington, OH 43085 Phone: (614) 635-0102