Scott Shellhamer
EP Wealth Advisors
Vice President
Scott Shellhamer
EP Wealth Advisors
Vice President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Scott Shellhamer
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Scott Shellhamer is an Exton, PA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families, and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Scott Shellhamer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Scott Shellhamer has worked in the financial services industry for more than 30 years. He joined EP Wealth Advisors in 2022 when Warren Financial, where he was a Managing Partner for over a decade, became part of the EP Wealth family. Scott’s previous roles included positions at Lockwood Advisors, Geewax Terker and Company, and Pilgrim Baxter & Associates, as well as serving as a member of the NASD Market Regulation Committee. His clients range from individuals and small- to medium-sized businesses, to foundations, trusts, and executives. Scott loves helping people and seeing them succeed. He’s had the honor and privilege of assisting people through many of their most important life decisions. Outside the office, Scott loves doing CrossFit, exercising, and riding his bikes wherever and whenever he can. He also has a purple belt in Kempo karate and intends to test for his black belt as soon as possible. He loves to travel and meet people wherever he goes. As committed to his community as he is to his clients, Scott is a board member and work crew leader at GoodWorks, an organization that repairs homes for lower-income families in Central and Northern Chester County.
Education
Pennsylvania State University, Bachelor of Finance with Minor in Economics
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- High Net Worth Individuals
- Small Business Owners
- Clients Experiencing Divorce
- Retirees and Near Retirees
- Growing Families
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Contact Scott Shellhamer
Office Locations:
-
7 Dowlin Forge Rd
Exton, PA 19341
