Welcome
Welcome to Sheavly Financial Group, Inc.
Sheavly Financial Group, Inc.
324 Southport Circle Ste. 103
Virginia Beach, VA 23452
(757) 340-7006
The Sheavly Financial Group, Inc. is a Registered Investment Advisory firm based in Virginia Beach, Virginia. We are located at 324 Southport Circle #103 located one half mile south of Town Center near Mount Trashmore.
Our firm is committed to each of our client’s long-term financial success built on a foundation of trust, ethics, and service. We focus on our clients’ goals so they can focus on creating a quality of life that reflects their deepest values.
We seek to achieve the best investment returns for our clients while adhering to a fiduciary standard putting our clients’ interests first. We utilize TD Ameritrade’s Institutional platform as custodian for our client accounts and a variety of investment tools and supporting research to help guide us in developing the best possible alternatives for each individual portfolio.
DISCLOSURE:
Your use of this website is acknowledgement that you have read and understood this complete page.
This website is a publication of Sheavly Financial Group, Inc. (SFG). Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change.
Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.
William H. Sheavly, CFP® and Karrie A. Thomas are both Investment Advisor Representatives of and offer investment advice through Sheavly Financial Group, Inc. (SFG). SFG is registered as an investment adviser with the Securities and Exchange Commission. It only transacts business in states where it is properly notice filed, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators and does not indicate that the adviser has attained a particular level of skill or ability.
