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Shadduck Financial is an independent financial advisory and wealth management practice founded on three core values:

Reviewing charts during a meeting



I understand and honor the trust that you place in your financial advisor, and strive to implement and monitor your planning with discretion and sophistication. Acting in my clients’ best interests while managing their assets is my fiduciary responsibility.


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Leveraging years of experience to create personal care around thoughtful wealth management, you can count on me for plainspoken and prudent ideas to help safeguard your wealth.


Multigenerational family taking a video on the beach



Candid, honest conversations are the foundation of every relationship at Shadduck Financial. I am not afraid to ask difficult questions and deal with the answers.


Meet Joe Shadduck

I've always placed a high priority on directness and openness. I want to really get to know you, find out what is most important to you, and work diligently to get you where you want to be financially.

My independence allows me to engage seasoned attorneys, tax specialists, and trust experts to bring added competencies to your planning.


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Joe Shadduck, ChFC®, CLU®, AIF®

5 Star WM Emblem 2023


Five Star Wealth Manager:
11-Year Winner*