“Integrity is the essence of everything successful.”
– R. Buckminster Fuller

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“Wealth is the ability to fully experience life.”
– Henry David Thoreau

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“If everyone is thinking alike, then somebody isn’t thinking”
– George S. Patton

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“Riches do not exhilarate us so much with their possession as they torment us with their loss.”
– Epicurus 342-270BC

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What We Do

Investment Management

McElhenny Sheffield was founded on the thesis that steady consistent returns will outperform over the long run. We pride ourselves in the successful execution of our unique investment philosophy. With sophisticated risk management techniques, we strive to avoid substantive losses and preserve the wealth you have already attained.

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Financial Planning

A financial plan gives you a strong understanding of your current situation as well as the steps involved to meet your financial goals. Financial plans are living documents, not just snapshots in time. So one of our financial planners will prepare the plan as well as monitor the progress for the life of the relationship with the client and their successors.

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Wealth Coordinator

In addition to providing in house investment management and multi-tiered financial planning, McElhenny Sheffield can operate as your central point of contact with all your other professional relationships.

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Why would you pay an advisor to take risk in lieu of paying an advisor to manage risk appropriately for you?

Over 150 Years In Combined Experience