Mark Shelby founded Vertical Investments in 2010 with a simple but critical mission: To provide Straightforward service, plainspoken advice™ to medical professionals, business owners, military personnel and contractors, and other individuals and families throughout the Hampton Roads area. Tidewater/Coastal Virginia cities served include Williamsburg, Richmond, Virginia Beach, Norfolk, Tysons Corner and beyond.
Mark began his financial planning career with a stint in the commission-based broker/dealer industry, where he saw too many hard-working families falling prey to hidden costs and promotional product sales in lieu of the sound advice they deserved. After exploring the evidence on how to build and preserve wealth, he established Vertical Investments as a Registered Investment Advisor firm, guided by a higher, fiduciary standard of care appropriate to his clients’ interests.
During the formative years of his career, Mark was a marketing, sales and advertising manager/owner for several Virginia-based enterprises. In college, he also was an academic tutor for financial mathematics and statistics and currently volunteers as a retirement & finance instructor through the College of William & Mary Christopher Wren Association. His solution-oriented acumen and educational coaching experiences contribute to Vertical Investment’s emphasis on high-touch client care.
Mark has a bachelor’s degree in business administration with emphases in finance and economics, and is pursuing his MBA. In his free time, he enjoys unwinding with mixed martial arts and an intense CrossFit regimen.