Welcome to C.L. Sheldon and Company, LLC.

We're here to help you develop a Financial Strategy to meet your objectives, manage your money and make your life better.

Our firm is not like most other financial firms.  We are an independent firm, with no ties to a large Wall Street firm.  You receive advice unblemished by the conflicts of interest that have plagued Wall Street.  We are free to recommend the best financial products and strategies to help you meet your goals.  And with no sales quotas or commissions, we can devote the time needed to objectively research and monitor your financial plan.

You also benefit from our mission and size.  As a small financial planning firm dedicated to serving military professionals, every relationship is important to us.  You won't be treated like just another account number, and there is no corporate bureaucracy when you need an answer about your money.  Our staff understands that you expect excellent service and you'll get the "regular crew chief" when you ask a question.

Please read through this website to see how we can help you manage your financial affairs more wisely.  Then, give us a call.  Or if you're not quite ready to call, sign up for our free eNewsletter by clicking here.  Regardless of what you decide, we promise to be a partner that you can rely on for integrity, intelligent advice, great service and value...all based on the military ethos you've come to know and expect.