Femi Shote

CFP®, CLU®, ChFC®, AIF®

RetireWiseCFP

President & Chief Investment Officer

Femi Shote

CFP®, CLU®, ChFC®, AIF®

RetireWiseCFP

President & Chief Investment Officer

Most financial advisors see investing through the same lens. You deserve something more. Uncommon Sense. Elegant Solutions. Anti-Fragile. Disciplined Action. Results. - Femi Shote, CFP®, CLU®, ChFC®, AIF®

Fee-Only Financial Advisor in Northern, VA. Serving Clients Nation Wide

We specialize in sustainable retirement income and growth done wisely. Our approach emphasizes uncommon sense and elegant solutions.  We approach each client situation based on a solid underlying concept called “anti-fragility” that adapts to portfolio stressors and get stronger over time. We are committed to disciplined action and attention that produce results for your customized portfolio using individual securities, not annuities or mutual funds.

Femi T. Shote, MSF, CFP®, AIF®, ChFC, CLU founded Asset Harvest Group, LLC in 2000, after more than a decade of working in the industry as a financial analyst and advisor.

We specialize in working with clients seeking sustainable income and growth of their assets. Unlike a generalist, Femi Shote, CFP, ChFC, CLU, AIF (RetireWiseCFP.com) and Accredited Investment Fiduciary, focuses on creating and managing personalized portfolios using individual securities i.e. preferred, growth, value, dividend-paying stocks, and bonds not mutual funds or expensive annuities to help our clients successfully capture risks that generate expected returns and limit risks that do not.

 
Professional Registrations:

·         Accredited Investment Fiduciary (AIF®) - Center for Fiduciary Studies, Sewickley, PA.

·         Certified Financial Planner (CFP®) - Certified Financial Planning Board, Denver, CO.

·         Chartered Financial Consultant (ChFC) - American College, Bryn Mawr, PA.

·         Chartered Life Underwriter (CLU) - American College, Bryn Mawr, PA.

 

Education:

·         Master of Science in Finance (MSF), Bentley University, Waltham, Massachusetts. 1991

·         Bachelor of Science in Accounting, Finance, and Economics, magna cum laude, Roger Williams University, Bristol, Rhode Island. 1987

 

Independent Custodian: Fidelity Institutional Wealth Services

 

Femi Shote is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

We specialize in sustainable retirement income and growth done wisely. We know that retirement income decisions are critical to developing a sense of contentment and peace for individuals in retirement. It is our objective, as a specialist in this area, to help our clients achieve this. We don’t operate using some secret formula, but rather we use an uncommon sense of disciplined action to help clients generate retirement income AND growth given their individual situation.

Fiduciary Commitment

As a fee-only investment advisor, we are compensated by a percentage of the assets we manage. That means we are always 100% dedicated to serving our clients’ best interests, because the more you succeed and prosper, the more our company grows and succeeds.  We strive every day to live up to this commitment, not because of government mandate but because we truly believe it to be the right way to do business.

Further, to guarantee the highest degree of safety for your assets, we place the investments we manage on your behalf with an independent custodian, Fidelity Institutional Wealth Services. We chose Fidelity as custodian for the length of time it has been in the custody business, a demonstrated commitment to client support, and most importantly, the financial strength of the firm.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Individual Securities

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Femi Shote is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Femi Shote is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Accredited Investment Fiduciary®
    Femi Shote is an Accredited Investment Fiduciary® (AIF)

    Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.

  • ChFC - Chartered Financial Consultant
    Femi Shote is a Chartered Financial Consultant® (ChFC®)

    Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

  • CLU - Chartered Life Underwriter
    Femi Shote is a Chartered Life Underwriter® (CLU®)

    A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.

  • Certified Kingdom Advisor
    Femi Shote is Certified Kingdom Advisor® (CKA®) - Click to verify and learn more.

    The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward.

Contact Femi Shote

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Office Locations:

  • 8000 Towers Crescent Drive
    Suite 1350
    Tysons Corner, VA 22182
  • 20534 Meadow Island Place
    Potomac Falls, VA 20165

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