How We are Different

Shaw Holden's independence allows our clients to enjoy our global portfolio offerings in combination with the small town feel of having an advisor to meet with face-to-face. We put the clients’ needs first and pull them into their individualized financial planning process by taking the extra time necessary to educate each person on the investment options that are most appropriate for his or her specific needs. Our recommendations are purely objective, and we have no sales quotas or selling agreements that might interfere with our pledge to provide completely independent financial guidance.

Your  representative will work with you on an on-going basis to develop a relationship that will last throughout your lifetime. Our goal is to help every client improve his or her quality of life by building financial confidence through education and research-backed financial planning strategies.

In an effort to provide answers within the perplexing world of finance, Shaw Holden Financial Services offers a comprehensive combination: independent professional advice with a personal touch and a willingness to educate each and every client as to what he or she has and why. Today, our goal to become one of the most well-respected, independent financial services companies in the area is being realized.

What we believe separates us from other financial planning organizations?

  • Our corporate ownership structure as an independent advisory firm aligns our interests more closely with those of our clients — we grow as they grow.
  • Our business model, centered primarily on investment management, ensures everything we do is aimed at exceeding our clients’ goals of creating, preserving and distributing wealth.
  • Our investment platform encompasses a broad spectrum of financial planning tools — including mutual funds, stocks, bonds, annuities, and insurances.
  • Our marketing strategies are client centered, pouring company profits into client events and educational workshops rather than public advertising campaigns, commercials, and billboards. Satisfied clients and referrals drive our firm’s success.
  • Our strong company culture promotes integrity, dependability, and responsiveness in all that we do and sets the highest personal and professional standards in order to continue to earn the confidence of our clients, both existing and prospective.