Our Team Is Here to Help.
Our Philosophy
Does Your Financial Plan Go Beyond the Balance Sheet?
Confidence Starts With Clarity
At Esteem Wealth Partners, we believe wealth goes beyond the numbers- our approach centers on three essential pillars: Lifestyle, Financial, Goals. Each part plays a role in shaping a life that’s not only secure, but also allows you to live your best life today!
When these elements are thoughtfully aligned, the result is a plan that’s not only financially sound but also personally meaningful.
Our team aims to help you organize your finances with the goal of giving you clarity and peace of mind allowing you to focus on the things that matter most - Your Passions, Your Purpose and The People You Love.
We built this firm with the goal of helping you plan for the future and allowing you to live your best life today.
Backed by a team of experts, we simplify the complex covering the full financial picture- Financial Planning, Insurance Planning, Investment Planning, Tax Smart Planning, Retirement Planning, and Estate Planning.
Most people don’t know where to start. That’s where we come in. We guide you through what matters most, build a personalized strategy, and continually update your analysis so you always know where you stand.
This publication is not intended as legal or tax advice. Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.
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 is designed to help clients gain confidence in the planning process, with the aim of supporting positive financial outcomes and enhancing financial security – moving them 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 is proud to announce its fourth consecutive year of recognition by Forbes, solidifying its reputation as a trusted financial planning partner for clients across the country. In 2022, Brent Shaw was honored with the Best-In-State Top Financial Security Professionals award. All three of our founders (Brent Shaw, David Shuley and Geoff Stevens) earned the Best-In-State Top Financial Security Professionals award in 2023 and 2024. David Shuley also received the Best-In-State Top Wealth Advisors award in 2022, 2024 and 2025. Esteem Wealth Partners has been recognized by Forbes as one of the 2025 Best-in-State Wealth Management Teams.
Awards are simply the result of our passion for helping our clients. We’re dedicated to applying that passion with personal and objective financial planning and investment management services that put our clients and their best interests first, always.
Forbes "Best-in-State Wealth Advisors" list (April 2022,2024,2025), Research and ranking provided by SHOOK Research, LLC. Based upon data as of June 30th of the preceding year. Forbes Best-In-State Wealth Management Teams (January 2024,2025), Research & ranking provided by SHOOK ® Research, LLC – Data as of March 31st of the preceding year. Forbes Top Financial Security Professionals Best-In-State list (July 2022,2023,2024), based upon data as of December 31st of the preceding year. 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.