Henry “Hank” J Shields IV

I think I have the best career in the world.  It seems hard to believe that I started in this industry over 10 years ago, but when it doesn’t feel like work, the time does seem to fly by you.  Before becoming a financial advisor, I founded a couple of restaurants in DC with close friends of mine.  That experience has given me a unique insight to the struggles and successes of business owners.  For me, that’s what so rewarding about this career:  helping hardworking individuals and businesses achieve their financial goals.

Notwithstanding the credentials below,  it is most important to understand what you are trying to achieve. Once I know what the objectives are, together with our team, we will be able to assist you and your business toward their attainment.  I have found you can learn more about a person by meeting with them…so drop us a line or give me a call.  I’d be happy to meet with you.  Or, if you are looking for a competitive game of Bocce Ball, my DC Special Olympic Team made it the Nationals in 2018.  We can roll!

• BA, Political Theory- The Catholic University of America
• CFP^® - George Mason University
• AIF^® - Accredited Investment Fiduciary
• CPFA- Certified Plan Fiduciary Advisor

Member of National Association of Plan Advisors.