# Shetland Financial, PLLC

Shetland Financial, PLLC is a RIA based in Center Valley.

## Overview

- **Organization type:** RIA
- **Headquarters:** Center Valley
- **Assets under management:** Undisclosed
- **Website:** shetlandwealth.com
- **LinkedIn:** https://www.linkedin.com/company/shetlandadvisors

## Regulatory record

- **CRD number:** 308958
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/308958

## About

Shetland Financial is a Certified Public Accountant (CPA) firm and Registered Investment Advisor (RIA) serving the Lehigh Valley and beyond. They offer tax planning and preparation, estate and gift strategies, financial planning, and wealth management for individuals, and bookkeeping, payroll, fractional CFO, and retirement solutions for businesses. Their goal is to build a financial strategy that grows and adapts through every stage of life.

## Questions

### Who runs Shetland Financial, PLLC?

No named principal or executive is publicly associated with Shetland Financial. The firm's leadership structure is not disclosed in corporate filings or other public records.

### How does Shetland Financial deploy capital?

Shetland Financial's investment strategy is not publicly known. No deal activity, portfolio holdings, or co-investment relationships have been reported.

### Where is Shetland Financial headquartered?

The firm's headquarters city and address are not publicly listed. It is registered as a PLLC, common among professional services entities in the United States.

## Related profiles

- [Montage Financial Advisors](https://altss.com/profile/montage-financial-advisors)
- [Mercury Advisory LLC](https://altss.com/profile/mercury-advisory-llc)

---

Last updated: 2026-08-11T15:08:04.536Z

Canonical page: https://altss.com/profile/shetland-financial-pllc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology