Shawn Fodge, CFP®

Shawn Fodge, CFP®, is a senior financial advisor with HBKS Wealth Advisors and has nearly 20 years of experience guiding individuals, families, and business owners toward their financial goals. Committed to his fiduciary duty, Shawn provides holistic financial planning with integrity, objectivity, and transparency.

Shawn specializes in working with high-net-worth individuals and families whose financial lives often involve greater complexity. His experience includes:

• Investment management, designing diversified portfolios tailored to each client’s risk tolerance, goals, and time horizon, while balancing tax efficiency and market opportunities.
• Advanced tax strategies to minimize exposure for executives with concentrated stock positions, business owners facing liquidity events, and families with multi-state tax considerations.
• Estate planning techniques such as trusts, gifting strategies, charitable giving structures, and generational wealth transfer approaches that align with clients’ personal values and family goals.
• Business transition planning for entrepreneurs preparing succession plans, evaluating exit strategies, or balancing the financial implications of selling or passing down a business.

Shawn stays current with evolving laws and regulations to ensure strategies are both effective and compliant in a constantly changing financial landscape. His goal is to provide clarity, confidence, and long-term security, helping clients make informed decisions that safeguard both their wealth and legacy. He is a Certified Financial Planner^®.

Beyond his professional practice, Shawn is deeply committed to service and community impact. He actively volunteers with nonprofit organizations and animal welfare causes, reflecting his belief in responsibility, stewardship, and making a difference in the lives of others.