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About Us.

Family-owned and operated since 2006, Shield Financial has continuously remained committed to providing outstanding service to our clients. 

As an independent advisory firm, our primary obligation is to our clients, not the institutions. In this, we promise to communicate with our clients and keep them aware of what takes place in the market... both good and bad! 

We are not here to sell you yet another product, but to provide you with the best education possible. We want to help you decide what's best for YOU, even when it's not in our best interest! 

Our Team.

As the team who services your accounts, we believe that our clients should be able to enjoy life more and worry about their finances less. That's why we consider it our duty to provide the best service possible through personal service, proactively engaging our clients, and full transparency in every situation. 

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