What We Do
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.
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.
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.