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Esteem Wealth Partners serves high performing individuals & families – executives, business owners and medical professionals – who have put in the time, energy and effort to achieve their goals. Our comprehensive and customized approach to financial planning allows clients to achieve confidence in the planning process, resulting in maximized outcomes and financial security – moving forward, without worrying about going backward. The team of 15 financial professionals consists of eight CERTIFIED FINANCIAL PLANNER™ professionals helping clients across the United States at every stage of life.

Award Winning Team

Esteem Wealth Partners was recognized as a Top 10 Healthcare Finance Solutions Provider by Healthcare Business Review. Our team was named by Forbes as a best-in-state wealth management team in Ohio. David Shuley and Brent Shaw have also been recognized as Best-In-State by Forbes. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn't have been possible without you. Click the logos below to learn more.

Forbes Best-In-State Wealth Management Team 2024
Forbes Best-In-State Top Financial Security Professionals 2023
Forbes Best-In-State wealth Advisors 2022
Forbes Best-In-State Top Financial Security Professionals 2022
Top Healthcare Finance Solutions Provider 2022

Forbes Best-In-State Wealth Management Teams (January 2024), Research & ranking provided by SHOOK ® Research, LLC – Data as of 3/31/2023. Forbes Top Financial Security Professionals Best-In-State list (July 2022), based upon data as of 12/31/2021. Research and rankings provided by SHOOK Research. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.

The selection of Top 10 Healthcare Finance Solutions Providers 2022 is based on the evaluation team's report after extensive research and a multilayered evaluation process: 1. Subscribers of healthcare business review magazine are requested to nominate companies they believe are at the forefront of tackling their problems regarding financial components and whom they will recommend to their peers. 2. The market research team also actively tracks the best companies that deliver solutions through various sources. they vet the subscribers' nominations and may add additional qualified companies. 3. The final listing is decided by the advisory panel, consisting of CEOS, CFOS, CPAS, Chief Accounting Officers, Physicians, Hospital Administrators, VC, and members of the editorial board. Healthcare business review “Top Healthcare Finance Solutions Providers” list, 2022. No compensation was provided to be considered for the award, however, marketing fees were paid to advertise the award. Rankings & recognitions are no guarantee of future investment success.