Medlin Wealth is a financial planning business dedicated to providing tailored and transparent advice to help clients achieve their financial goals. Founded in 2016 by Shannon, a seasoned professional with over 15 years of experience in the industry, Medlin Wealth focuses on building enduring relationships based on trust and rapport. Shannon’s expertise, backed by a Bachelor of Business in Accounting, ensures that clients receive astute advice and guidance to navigate their financial journey successfully.
At Medlin Wealth, the emphasis is on empowering clients to take control of their financial future by offering tools and guidance to implement outstanding financial strategies. The business prides itself on a transparent fee structure, ensuring no surprises for clients. By breaking free from traditional approaches to financial planning, Medlin Wealth stays ahead of life’s changes to diligently guide clients through different seasons, ultimately delivering the best financial outcomes over time.
With a vision to see clients’ financial dreams and goals come alive over the decades, Medlin Wealth remains committed to keeping clients at the forefront. Shannon’s client-focused approach and commitment to professional development reflect the business’s philosophy of putting clients first. By turning financial jargon into plain English and staying by clients’ sides through life’s transitions, Medlin Wealth aims to help clients prosper and achieve their goals with excellence and confidence.