Mark Shelby, AIF®

I am an experienced investment advisor with the passion and expertise to help clients achieve their financial, retirement, and estate planning goals. I focus on education and take a proactive and personalized approach to find solutions for businesses, individuals, and families needing trusted advice.

I founded Vertical Wealth Management in 2010 to provide clients with unparalleled financial advice and investment management. I am a lifelong “math guy,” I love helping people solve their economic puzzles and create wealth accumulation and income strategies that align with each component of their financial picture.

I began my financial career in college; First, getting my bachelor’s degree in business and finance, and second, I served as an academic tutor helping students with economics and statistics.

After college, I worked briefly for a large broker-dealer. However, I soon realized I wanted a more personal relationship with my clients. As a result, I established Vertical Wealth Management as a Registered Investment Advisor firm, guided by a fiduciary standard of care appropriate for my client’s interests.

When I am not working, I get involved with the community. I currently volunteer as a retirement & finance instructor through the Osher Institute. In addition, I enjoy unwinding with family and working out when life permits.



  • Registered Investment Advisor
  • Accredited Investment Fiduciary, AIF®
  • Licensed Producer, Life & Health
  • Retirement Planner


  • Strategic Tax Planning
  • Retirement Planning / Income
  • Estate Planning
  • Planning Strategies

Mark Shelby

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