About Shelton

With more than 25 years of experience in the financial services industry, Shelton King is a passionate and energetic advisor dedicated to helping families prepare for a secure and fulfilling retirement. Licensed since 1997, Shelton brings deep expertise, personal insight, and a client-first approach to every financial conversation.  

Having grown up around the business, Shelton combines technical knowledge with heartfelt guidance, offering personalized strategies that align with each client’s unique goals and values. Whether answering questions about retirement planning or evaluating insurance coverage, he focuses on delivering clarity and peace of mind. His clients value his ability to simplify complex topics and provide ongoing encouragement through every life stage.  

For Shelton, financial planning is about far more than numbers, it’s about protecting what matters most: family, memories, and dreams. Inspired by personal experiences and guided by compassion, he works closely with clients to build long-term strategies rooted in stability and legacy. His philosophy, “Protect the Nest, Invest the Rest, and Alleviate the Stress,” serves as the foundation for helping clients feel empowered, prepared, and confident in their future.  

Shelton’s life outside of work is equally grounded in purpose. He’s a proud husband of nearly 26 years, a devoted father, and an ordained minister. His dedication to family and faith is the driving force behind his mission to serve others, helping parents with estate planning, guiding grandparents in legacy preservation, and supporting multi-generational financial success.  

For Shelton, this work is more than a career—it’s a calling. Through trust, transparency, and a genuine care for people, he continues to help families not only build wealth but also nurture lasting relationships and secure brighter futures.