Travis William Shultz

Financial Advisor

  • Mobile 978-302-8940
  • Fax 781-224-1632


Travis helped my husband and I realize the gap we had between reality and our goals. He helped us determine the nice-to-have vs. the need-to-have, and I feel confident we are setup for a happy retirement. He helped find a balance of investments that kept me comfortable with my conservative tendencies without pushing us to take too many risks, yet continue to grow. He has also been available whenever we have had quick questions and made me confident that he wasn't going to just set us up and disappear! I highly recommend Travis to help you set up your financial future!

- Darien S, client


Travis has been my financial advisor for just over 6 years and I've always felt confident that he has my best interest in mind. He's always quick to explain and re-explain how we're going to achieve my financial goals and he never pushes me to invest in ways I don't fully understand. I would highly recommend Travis to any of my friends or family.

- William W, client


I've been working with Travis for the past 2.5 years, and he has been a phenomenal thought-partner and advisor to me and my husband. In our many interactions, I've always felt strongly that Travis has had our family's best interest at heart and that he is invested in our financial success. Travis is easy to work with - he is a great listener, has great attention to detail, is knowledgeable about the wide variety of topics we bring, and is quick in his response times. Over time, we've become more confident in our financial decisions and have laid groundwork for our retirement. I couldn't recommend him enough! 

- Amy L, client


My wife and I have been working with Travis and his team for the last few months and everyone has been great! Travis created a financial and life insurance plan for me and my family and I am very pleased with the work he's done. He helped me understand the importance of investing in my family's financial future and guided me through the process. He is friendly, professional and very detail oriented. I highly recommend Travis Shultz as a financial advisor. 

- Luis V, client


Travis is wonderful to work with. He explained his thoughts for my financial goals in a clear and concise way that made making my decisions for my financial planning easy. His caring and thoughtful attitutde makes working with Travis a pleasure. His guidance during this past tumultuous year has been exceptional.

- Duane F, client


Travis is extremely helpful and I love the passion he shares in talking financial planning. Coming from the asset management industry, I know the things that should and shouldn't be done. Travis is extremely helpful in thinking things through and his calm assurances are truly appreciated. A cherry on top is that he's a terrific human being in general. 

- Karan B, client


I've been working with Trav for the past 6 years (and look forward to many more to come). I know exactly where we are in our financial journey, and don't ever worry about it, regardless of life changes or market fluctuations. 

- David S, client




The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.


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