Michael Shanley

Mike is an advisor with over 15 years of industry experience, primarily focused on investments and portfolio management. He resides in Hanover, MA with his wife Jaime, and their dog Izzy. He enjoys travel, cooking and finding new breakfast restaurants. He has run 4 Boston Marathons to raise money for various charities.

Helping people achieve financial freedom and reach their financial goals is deeply personal for Mike. He was born to a teenage mother, and they both grew up in his grandmother’s house, where money was always tight. Saving, managing money, and planning for retirement were unheard of luxuries in their household.

When Mike's stepfather entered his life at a young age, he himself was just in his twenties trying to find his way.  By Mike's teenage years, his step-father introduced him to a world previously unknown—a world that included financial services. 

Throughout much of his career, Mike interacted directly with financial advisors rather than with end clients. He recognized early on that gaining clients' trust would require experience and credibility. His firsthand experience of financial struggles, coupled with the knowledge he acquired to navigate them successfully, uniquely positions him to assist clients on multiple levels.

Mike shares his personal journey because he understands that money is deeply personal. He believes it's essential to be just as open and personal with his clients, leveraging his own experiences to empathize and guide them effectively.