"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 personalized 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. 

Financial Planning Services

Partner with our highly skilled team at Flaharty Asset Management to develop an all-encompassing financial plan. Together, we will build a full financial picture allowing you to see your goals in one place and provide independent insight where it is needed most.

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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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