CL Sheldon & Company, located in Alexandria, VA, is a fee-only financial planning and wealth management firm specializing in serving active and retired military members. Led by Curtis Sheldon, a former Fighter Pilot in the United States Air Force, the firm provides comprehensive financial planning services tailored to the unique needs of military professionals.
The team at CL Sheldon & Company includes experienced professionals like Tonia Peasley, an Accredited Financial Counselor and military spouse, who is dedicated to supporting those who have bravely served our country. With a focus on integrating Military and Veterans Administration benefits, tax planning, and retirement planning, the firm is committed to helping military personnel achieve their financial goals.
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