Mark ShelbyMtshelby2025-11-01T12:08:05+00:00

Mark Shelby, founder of Vertical Wealth Management, providing fiduciary financial planning with clarity

Mark Shelby, AIF®

CEO & Senior Wealth Advisor

CEO & Senior Wealth Advisor | Vertical Wealth Management

Focus

Mark works with individuals and families on financial planning, retirement strategies, and investment management. With a background in finance and economics, he provides structured guidance to help clients evaluate their financial decisions.

Mark serves clients virtually and meets with local clients in person, offering long-term financial strategies and personalized planning tailored to their unique needs. His process emphasizes clarity and informed decision-making, helping individuals navigate various aspects of their financial lives.

Education, Awards & Credentials

Education: University of Wisconsin – BS in Business Administration (Finance Emphasis)
Certifications & Designations:
- Accredited Investment Fiduciary (AIF)
- Certified Financial Planner (Candidate)

Outside the Office

When he’s not working with clients, Mark enjoys staying active through CrossFit, rucking, and hiking. He and his wife share a love of traveling and enjoy trying new restaurants and coffee shops. Originally from Chicago, IL, Mark developed an interest in finance early on, tutoring economics and statistics in college.

Clear Path. Confident Retirement.

It starts with a focused conversation about your retirement goals—and a plan to help you reach them with clarity and confidence.

Complimentary Assessment

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.

Opinions expressed herein are solely those of Vertical Investments, LLC dba Vertical Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Vertical Investments, LLC dba Vertical Wealth Management an Investment Advisor in the State of Louisiana, Texas, and Virginia. Insurance services are offered by Mark Shelby, sole proprietor. Being registered as an investment adviser does not imply a certain level of skill or training.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Louisiana, Texas, and Virginia or where otherwise legally permitted.

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Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

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