Shala Financial is an independent, fee-only registered investment advisory (RIA) firm. The company emphasizes a fiduciary commitment, meaning they are legally and ethically bound to act in their clients' best interests. Their services are centered around creating comprehensive financial plans that cover retirement planning, investment management, tax strategies, and estate planning to help clients achieve their long-term financial goals. The firm was founded to provide objective, client-focused advice without the conflicts of interest associated with commission-based products.

Founded in

United States