"In matters of style, swim with the current; in matters of principle stand like a rock."
- Thomas Jefferson -

Who We Are

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

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What We Do

We create strategies that are tailored to your needs and goals.

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Why We Do it

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

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What Makes Us Different?

What Makes Us Different?

Can you imagine a financial planning and investment firm that uses a custom family index to guide your investment portfolio in a completely objective manner? With a limited number of clients, and in-house specialist managing your financial affairs? We did, and that’s exactly why we created Flaharty Asset Management.

Have you ever asked yourself what a “Fiduciary Standard of Care is” and why it means so much to our clients. If you haven’t – you should.

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Meet Our Partners

Shon E. Flaharty, CFP<sup>&#174;</sup>, AIF<sup>&#174;</sup>

Shon E. Flaharty, CFP®, AIF®

CEO & Managing Partner

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J. Hunter Orr, CFA<sup>&#174;</sup>

J. Hunter Orr, CFA®

Chief Investment Officer & Partner

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Download Our Free Ebook

If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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