Mark Shelby, CF2

About Mark Shelby

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 Wealth Management as a Registered Investment Advisor firm, guided by a higher, fiduciary standard of care appropriate to his client's interests.
As the Founder of Vertical Wealth Management, Mark is dedicated to building client relationships marked by communication, commitment, and a keen ability to clarify complex decisions.
Mark’s career has spanned more than 20 years. Throughout that time, Mark has worked with many of the region’s largest families.  Mark focuses on assisting families with their asset management & estate planning.
Mark works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, and succession planning. Mark utilizes his team of CFP’s, CPAs, and estate planning attorneys to give clients a truly comprehensive, individual, and holistic financial plan.
From guiding baby boomers through to retirement, Mark has committed himself personally and professionally to helping others achieve their dreams.
During the formative years of his career, Mark was a  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, Osher Institute. His solution-oriented acumen and educational coaching experiences contribute to Vertical Wealth’s emphasis on high-touch client care.
Mark has a bachelor’s degree in business administration with an emphasis in finance and economics.