Let us help you
Navigate
your future.

Chart Your Course:

who we are
what we do
Philosophy
Logo with text "EST. 1998" and a stylized letter "O" with a curved line crossing it.

Investment Management & Wealth Advisors

PERSONALIZED INVESTMENT MANAGEMENT AND FINANCIAL PLANNING FOR PROFESSIONALS AND FAMILIES

Sheeley & Partners is a privately held, independent, Fee-Only Fiduciary SEC-registered RIA firm serving high-earning individuals and families in Southern New England.

We deliver tailored investment strategies, comprehensive financial advice, and 401(k) planning designed to grow and preserve wealth. Our clients appreciate our commitment to discretion, transparent communication, and long-term value creation.

explore our services
City skyline with tall buildings reflected in a river, view from an outdoor wooden walkway at sunrise or sunset, with a modern railing in the foreground.

Investment Management, Financial and Retirement Planning, and 401(k) Advisory Services in New England.

Investment Strategies Built Around Your Life

We create personalized investment strategies that align with your goals, not just market trends. Our tailored approach combines portfolio management with risk mitigation strategies specific to your circumstances, ensuring tax awareness and informed decision-making.

Expanding Access to Alternative Investments

We believe sophisticated investors deserve access to opportunities traditionally reserved for institutions. Beyond stocks and bonds, we incorporate private equity, pre-IPO investments, and private market debt to enhance returns and diversify your portfolio.

Financial Planning as an Ongoing Partnership

Financial planning shouldn't be a one-time event—it's an evolving process. We regularly update your strategy as your life circumstances change and market conditions shift, keeping your wealth on track through every milestone.

Retirement Planning for Individuals and Employers

We provide personalized retirement plan guidance tailored to your specific situation, plus comprehensive retirement plan design and recommendations for employers seeking long-term wealth growth and preservation strategies.

our services
Two wooden chairs on rocky shore overlooking a body of water with sailboats and a large house on a hill in the background.

About Our Southern New England Investment Advisory Firm

We build personalized investment portfolios tailored to your unique goals and risk tolerance. Each portfolio is tax-aware, diversified, and dynamic—designed to evolve as your life circumstances change.

about the team

Considering a new relationship with an investment advisor?

We’d be happy to hear from you. Reach out to schedule a consultation or ask a question—we’re here to help.

Start the Conversation