First Shelbourne

First Shelbourne is a financial planner in Commack, NY. Serving retirees, business owners, and families, this independent fiduciary advisor provides disciplined, low-cost investment management and portfolio management. The firm specializes in retirement account rollovers and consolidation, treasury and CD ladders, Roth conversions, RMD management, and individual 401(k)s for small business owners. The business maintains a 5.00 rating.

The firm operates with a focus on transparent pricing and an adaptive approach to investment management. The investment strategy is grounded in low-cost index ETFs, selective individual stocks, and value-oriented investing. For clients requiring monthly income, custom portfolios are built around specific cash flow needs. The practice is built on the principle of providing clear, long-term guidance without sales pitches, commissions, upselling, or hidden agendas. The founder, a former police supervisor with 20 years of experience in New York, utilizes a disciplined approach to stewardship and decision-making.

Located on Shelbourne Ln, the office is a short drive from Burr Intermediate School and near Verleye Avenue Park. The business sits near the intersection of Larkfield Road and Jericho Turnpike.

First Shelbourne is recognized for its commitment to transparency and its industry-low 0.50% fee. The firm is known for providing professional, client-first stewardship through a personalized relationship and a focus on long-term stability.

First Shelbourne provides dependable, low-cost investment management for the Commack community.