Justin Shaw serves individuals, families, business owners, executives, and organizations seeking to build, preserve, and transfer wealth. He develops personalized, comprehensive financial planning strategies and delivers them with a high level of personal service and attention. 

A particular focus of Justin’s practice is multigenerational planning. He enjoys helping clients prepare for their own futures while thoughtfully involving their children and heirs in conversations about family wealth, shared values, and long-term legacy. An important part of his process is collaborating with clients’ tax, legal, and business professionals so the different elements of their financial lives are coordinated within a cohesive strategy.

Since becoming a financial advisor in 2018, Justin has grown his practice through long-term relationships, comprehensive planning, and a commitment to making a meaningful difference in his clients’ lives. He primarily works with high-net-worth families, business owners and executives, retirees and pre-retirees, and families building long-term wealth. His experience includes investment management, retirement-income strategies, tax-aware planning, estate and legacy considerations, business-owner planning, and employer-sponsored retirement plans.

Justin is a CERTIFIED FINANCIAL PLANNER® professional and has earned advanced credentials in comprehensive financial planning, behavioral finance, asset management, retirement planning, and retirement plans. His behavioral finance education helps him guide clients through the emotions, experiences, and natural biases that can influence financial decisions, particularly during major life transitions and uncertain markets. Justin earned a Master of Science in Personal Financial Planning from the College for Financial Planning and completed executive education through the University of Virginia Darden School of Business. In their respective 2026 full-time MBA rankings, both U.S. News & World Report and the Financial Times ranked Darden No. 2 among U.S. public business schools. 

Outside of his professional life, Justin is deeply committed to his family and community. He and his wife, Caroline, reside in the North Myrtle Beach area with their children: Madison, Shannon-James, & Miles with a baby girl expected in December 2026. In his personal time, he enjoys playing music, reading, traveling, woodworking, solving the Rubik’s Cube, Sudoku puzzles, chess, and spending time with his family. 

Education and Credentials:

• Bachelor of Science in Business Administration, Joseph M. Bryan School of Business and Economics, University of North Carolina at Greensboro, 2011
• Master of Science in Personal Financial Planning, College for Financial Planning, 2026
• Executive Education, University of Virginia Darden School of Business
• CFP® certification
• ChFC®: Chartered Financial Consultant®
• ABFP®: Accredited Behavioral Finance Professional™
• AAMS®: Accredited Asset Management Specialist™
• CRPC™: Chartered Retirement Planning Counselor™
• CRPS™: Chartered Retirement Plans Specialist™
• Series 7 and Series 66 securities registrations

Personal Life and Interests:

• Resides in the North Myrtle Beach area with his wife, Caroline, and their family
• Enjoys music, reading, traveling, woodworking, the Rubik’s Cube, Sudoku puzzles, and chess
• Passionate about serving his community and helping families build lasting financial legacies