John Shelton

Services Offered

• holistic financial planning
• investment strategy design
• insurance strategies

About

John Shelton is a financial consultant based in Leawood, Kansas, affiliated with Oppenheimer. He specializes in holistic financial planning and investment strategy design tailored to each client's unique goals and risk tolerance. John employs an in-depth discovery process to understand the specific financial situations of his clients. He primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection.

Reviews

Location

Business Information