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Mark Shelby, CEO and wealth advisor at Vertical Wealth Management

Mark Shelby, AIF®

CEO & Wealth Advisor

Vertical Wealth Management

Focus

Mark works with individuals and families on financial planning, retirement strategies, and investment management. With a background in finance and economics, he provides structured guidance to help clients evaluate their financial decisions.

Mark serves clients in Virginia, online and in-person, offering long-term financial strategies and personalized planning tailored to their unique needs. His process emphasizes clarity and informed decision-making, helping individuals navigate various aspects of their financial lives.

Education, Awards & Credentials

Education

University of Wisconsin – BS in Business Administration (Finance Emphasis)

Certifications & Designations

Accredited Investment Fiduciary (AIF)

Outside the Office

When he’s not working with clients, Mark enjoys staying active through CrossFit, rucking, and hiking. He and his wife share a love of traveling and enjoy trying new restaurants and coffee shops. Originally from Chicago, IL, Mark developed an interest in finance early on, tutoring economics and statistics in college.

Turn “We’ll Figure It Out” Into “Here’s The Plan.”

With Vertical Wealth Management, you’ll talk about retirement like you’ve been preparing for it for years—because you have. Schedule a 15-minute introductory call to learn how our fiduciary team can help align your wealth with your retirement goals.

No calendar link. No automated sequence. A real conversation or nothing.