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Protection by design
Adaptive in approach

First Shelbourne is an independent financial advisor in Commack, Long Island delivering disciplined, low-cost investment management.

Built for Stability

A strong emphasis on time-tested investments and nothing speculative.

Advice. Not sales.

No sales pitches, commissions, upselling, and no hidden agendas.

Transparent pricing

While the industry average fee is approximately 1.02% annually, my standard fee is 0.50%.

Stability, engineered.

No commissions. No sales. Just clear, client-first stewardship.

  • Investment management
  • Retirement account rollovers and consolidation
  • Treasury and CD ladders
  • Roth conversions and RMD management
  • Individual 401(k)s for small business owners
  • Stewardship of life insurance proceeds