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Our Process

We create strategies that are tailored to your needs and goals

Our History

Years of experience have prepared us to guide you through your life transitions.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

BEST IN STATE WEALTH ADVISORS 2022

We are absolutely humbled and honored to make the Barron’s Top Advisor list this year. Thank you to our amazing clients, and a team at Flaharty Asset Management that is simply the best I have ever seen.

BEST IN STATE WEALTH ADVISORS 2022

We are sincerely humbled to be named to this list alongside so many accomplished advisors, and I know it wouldn’t be possible without your trust in me and my entire team at Flaharty Asset Management. At Flaharty Asset Management, we’re dedicated to providing a differentiated client experience that supports your evolving needs, and this recognition is proof of that commitment.

FINANCIAL TIMES 400 TOP FINANCIAL ADVISORS LIST

Shon Flaharty joins an elite group of our nation’s top 400 advisors from national, regional, independent and bank broker-dealers. In the group, the “average” advisor has 28 years of experience and manages $2 billion in assets. Advisors receiving this distinction were evaluated based on six criteria, including years of experience, assets under management (AUM), AUM growth rate, compliance record, accessibility and transparency, and industry knowledge. The annual Financial Times 400 list is produced independently by Ignites Research on behalf of Financial Times.

Elite Management

Provides clients with an award-winning team of CFP®, CFA®, and Investment Fiduciary Advisors.

Dedicated Team of Specialists

Professional management requires a team. With our firm, you are guaranteed your own personalized team of specialists.

Asset Protection

As part of your personalized team, our risk management specialists help to define and mitigate unnecessary risk. This includes a full-blown risk analysis work-up upon consultation.

We Come To You

Our private firm services clients nationwide. We travel – as a Registered Investment Advisor our capacity is not limited to any one region of the United States.

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Copyright 2022 FMG Suite.
Securities offered through LPL Financial, member FINRA & SIPC. Investment Advice offered through Flaharty Asset Management, LLC, a registered investment advisor.
Flaharty Asset Management, LLC is a separate entity from LPL Financial.
Investments products and services available only to residents of : Alabama(AL), Arizona(AZ), California (CA), Colorado (CO), Connecticut (CT), District of Columbia (DC), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Indiana (IN), Louisiana (LA), Massachusetts (MS), Maryland (MD), Michigan (MI), Minnesota (MN), Mississippi (MS), North Carolina (NC), New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), Tennessee (TN), Texas (TX), Virginia (VA), Vermont (VT), Washington (WA)
We are licensed to sell insurance products in the following states of: Alabama(AL), Arizona(AZ), California (CA), Colorado (CO), Connecticut (CT), District of Columbia (DC), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Indiana (IN), Louisiana (LA), Massachusetts (MS), Michigan (MI), Minnesota (MN), Mississippi (MS), New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), South Carolina (SC), Tennessee (TN), Texas (TX), Virginia (VA), Vermont (VT), Washington (WA)
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