Meet Joe Shadduck

Joe P. Shadduck, ChFC®, CLU®, AIF®

Chartered Financial Consultant

A graduate of Curry College with a BA in economics, Joe started consulting with Baystate Financial Services, a premiere Downtown Boston financial planning firm in 1981, and soon after founded his own firm. Joe now specializes in investment consulting and management, estate planning, employee benefits, and retirement plans for professionals, business owners, and closely held corporations.

Joe is active with the Quincy Rotary Club, the South Shore Chamber of Commerce, the Norfolk and Plymouth Estate Planning Council, and the Neighborhood Club of Quincy, and has served on the advisory board for the Quincy Salvation Army and the South Shore YMCA. He also volunteers at the 1000 Southern Artery Senior Center and with the Travis Roy Foundation to assist individuals with spinal cord injuries. He resides in Braintree.

Fun Facts

Joe has always been passionate about athletics and the life lessons that it teaches. He was a collegiate football player, completed the Boston Marathon, participated in local triathlons, and enjoys coaching youth sports. He also has been a champion arm wrestler at the national level.


Joe's Professional Designations:

  • CLU®: The Chartered Life Underwriter® can distinguish between the many insurance options and hone in on appropriate solutions in a complicated area.
  • ChFC®: The Chartered Financial Consultant® is able to identify, organize, plan, communicate, implement, and monitor a financial plan.
  • AIF®:  The Accredited Investment Fiduciary® designee has acquired a thorough knowledge of fiduciary responsibility, allowing them to act in the best interest of their client, beneficiary, or retirement plan participant. This also requires continuing professional education.

10-Year Winner: Five Star Wealth Manager

*The Five Star Wealth Manager award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 4,090 Boston-area wealth managers were considered for the award; 513 (13% of candidates) were named 2022 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which the advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year.) These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit

Commonwealth Financial Network®

Our RIA-Broker/Dealer

I am proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors like me serve their clients. Commonwealth manages total account assets of nearly $200.7 billion.

Click here to read more about our RIA-Broker/Dealer.

Commonwealth Research Team

Commonwealth Advanced Planning Team

Commonwealth Retirement Consulting Services Team