About the Business
As a financial consultant with a series 65 license as a Registered Investment Advisor, Shawn Loddy - SML Advisory focuses on providing the best advice and services to their clients. We strive to ensure that our clients' money is used to take care of their family and loved ones. Our mission is to make sure our clients have the money they need when they need it.
We specialize in 401k/403b plans, IRA accounts, and actively manage all our clients' accounts ourselves. We use third party money managers only if it makes sense and fits the particular risk profile of the individual client. Our top priority is to make sure our clients never take big losses and that over a 5-10 year timeframe they should not lose money.
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Opening Time
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Mon-Fri
9:00 am - 5:00 pm