Flaharty Asset Management

At Flaherty Asset Management, we are dedicated to providing exceptional financial services tailored to meet the unique needs and goals of our clients. Our team of experienced professionals, including our CEO and Managing Partner, Shon E. Flaherty, CFP, AIF, and our Chief Investment Officer and Partner, J. Hunter Orr, CFA, are committed to delivering personalized financial strategies that empower our clients to achieve their financial dreams.

A Deep Understanding of Your Goals and Objectives

We believe that every client deserves a customized financial plan that reflects their distinct goals and objectives. Our financial planning services are designed to provide a comprehensive financial picture, enabling you to see your goals clearly and receive expert insights where they are needed most. Whether you're planning for retirement, looking to manage your investments, or seeking to create a trust, we have the expertise and resources to guide you every step of the way.

A Fiduciary Standard of Care: Trust, Honesty, and Integrity

As a company built on the principles of trust, honesty, and integrity, we adhere to a strict Fiduciary Standard of Care. This means that we are legally and ethically bound to act in your best interests, putting your needs above all else. Our commitment to this standard ensures that you can have complete confidence in the advice and services we provide.

Innovative Solutions for Your Financial Future

We are passionate about using the latest tools and techniques to create innovative financial solutions that meet the evolving needs of our clients. Our Concierge Level of Service is designed to provide an exceptional experience, offering personalized attention and a high level of expertise. Whether you're looking for investment management, retirement planning, or strategic partner collaboration, we have the solutions you need to succeed.

A Commitment to Our Community

At Flaherty Asset Management, we believe in giving back to our community. We are proud to support a range of charities, including Gigi's Playhouse Tampa Down Syndrome Achievement Center, The Arc Tampa Bay Foundation, Community Dental Clinic, Morton Plant Hospital, and Birdies for Tampa Bay Charities, among others. Our commitment to making a positive impact on our community is an integral part of who we are and what we do.

Experience and Expertise You Can Trust

With years of experience guiding us, we have the knowledge and skills to navigate life's transitions with you. Our team is dedicated to helping you create a financial future that aligns with your values and goals. Whether you're just starting out or nearing retirement, we have the expertise and resources to help you every step of the way.