Shaun EddyCRD Number: 1983133
Current Firm: Oxford Planning Group, LLC
Compensation Model: Both
Shaun Eddy (CRD# 1983133) is the owner and an Investment Advisor Representative at Oxford Planning Group LLC in Woodstock, MD and has over 24 years of experience in the finance industry.
Shaun has always had a strong desire to help clients define and reach thier unique financial goals and says "When clients realize that with proper planning, many goals are possible, it's incredibly rewarding".
Always looking for opportunities to enhance his qualifications and skills, Shaun graduated from the University of Maryland and is a CERTIFIED FINANCIAL PLANNERTM practitioner through the College for Financial Planning. He also earned a Master’s Degree in Financial Analysis from the College for Financial Planning. Shaun holds the Accredited Investment Fiduciary (AIF®) designation, which promotes a culture of fiduciary responsibility, employing and providing a prudent process in investment practices.
He served as past President and Chairman of the Board of the Financial Planning Association’s Maryland chapter, and past Chairman of the Membership advisory group of the Financial Planning Association in Denver, Shaun has enjoyed working with many of the industry’s most influential professionals. He has served as a Director with the Boards of Howard County Red Cross, HC Drug Free, and as past Chairman of the Housing and Community Development Board. He is also a graduate of Leadership Howard County Premier, an organization dedicated to empowering individuals and strengthening their community.
Shaun has been a speaker for the Financial Planning Association, the Maryland Accountants Association and the Maryland Institute of Certified Financial Planners. In 2009, he was named as a top Maryland Financial Planner by Medical Economics. Shaun was 2005 FPA of Maryland’s Planner of the Year and has been a guest panelist on Wall Street Week, a nationally syndicated TV series.
David Wealth Management, LLC
Blue Ocean Global Wealth
Aegis Wealth Management LLC
|Strategic Wealth Management||Columbia, MD||Apr 2001 - Dec 2016||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1993|
|S65||NASAA Investment Advisors Law Examination||Feb 1993|
Total Assets Under Management45MILLIONS
Total Number of Accounts49ACCOUNTS
Average Account Value$922,907
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Oxford Planning Group, LLC. ("Company") is a Maryland registered investment adviser located in Woodstock, Maryland. Company and its representatives are in compliance with the current filing requirements imposed upon Maryland registered investment advisers and by those states in which Company maintains clients. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Company's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Company's web site on the Internet should not be construed by any consumer and/or prospective client as Company's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Company with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Company, please contact the Maryland Attorney General's office or the state securities regulators for those states in which Company maintains a notice filing. A copy of Company's current written disclosure statement discussing Company's business operations, services, and fees is available from Company upon written request. Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Company web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Company), will be profitable or equal any historical performance level(s).
Certain portions of Company's web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Company (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Company, or from any other investment professional. Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Company's web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Company, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Company's web site, to release and hold harmless Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Company.
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.