Who We Are
AGN Wealth Management, based in Monroe, Georgia, is dedicated to helping individuals, business owners, and families achieve lasting financial success through a holistic and personalized approach. By partnering with AGN Tax & Accounting, the firm integrates financial planning, investment management, and tax strategy to provide a seamless and comprehensive experience. Guided by integrity, transparency, and a deep understanding of each client’s goals and values, AGN Wealth Management empowers clients to make informed decisions that support their personal aspirations, business growth, and long-term financial well-being.
Our Process
1. Initial Meeting
Our first meeting is centered on getting to know one another and beginning to build a foundation of trust. I take the time to listen carefully and gain a clear understanding of where you are today, what matters most to you, and what you hope to achieve in the future. Together, we’ll discuss your goals, address any concerns, and gather the information needed to begin crafting a personalized plan that aligns with your vision. I also provide full transparency about my services, compensation, and the resources available to support you throughout the process.
2. Presentation of Plan
Our second meeting will take place after I have completed a thorough review of your current financial situation. During this meeting, I present a comprehensive plan tailored to help you achieve your goals. Using a combination of thoughtful strategies, I create customized recommendations that are presented and discussed during this meeting. My goal is to ensure you feel fully informed and confident in understanding how each recommendation supports your ability to reach your long-term objectives. My goal is to ensure you feel fully informed and confident in understanding how each recommendation supports you in the pursuit of your long-term objectives.
3. Implementation and Ongoing Management
Once all questions have been thoughtfully addressed and you’re ready to move forward, we transition into the implementation phase and officially welcome you as a valued client. From that point on, I take a hands-on approach to managing your plan. This includes overseeing account activity, monitoring progress, and proactively identifying opportunities or adjustments as your circumstances evolve. We’ll meet regularly, at least once a year, to review performance, refine strategies, and ensure your plan continues to reflect your goals and priorities. My commitment is to provide ongoing guidance and personal attention at every stage of your financial journey.
Practice & Service Areas
My practice is dedicated to comprehensive financial planning, offering a holistic approach designed to bring clarity and confidence to your financial life. This process includes an in-depth review of your complete financial picture. I examine your assets and liabilities, investment portfolios, cash flow and spending patterns, tax strategy, retirement benefits, insurance coverage, estate planning, and education funding. Each element is carefully analyzed to ensure your plan is cohesive, forward-looking, and aligned with your long-term goals.
Stocks, Bonds, ETF's, Mutual Funds, Asset Location, Asset Allocation
*Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.
Shelby R. Hall, CFP
®
Shelby Hall is the owner and lead financial advisor at AGN Wealth Management, a firm he founded in 2025 to help individuals and families navigate the complexities of their financial lives with clarity and confidence. Drawing on over five years of experience at Morgan Stanley, Shelby brings a deep understanding of wealth management strategies to every client relationship.
His areas of expertise include investment management, retirement planning, tax planning, education/college planning, estate planning, and insurance planning. As a CERTIFIED FINANCIAL PLANNER® (CFP®), Shelby is committed to a fiduciary standard of care and takes pride in educating his clients to develop personalized strategies that align their money with their goals.
Shelby holds a Series 7 and 66 license, along with insurance licenses, and earned his MBA to further strengthen his financial and business acumen.
Outside the office, Shelby is an active member of the Rotary Club in Monroe, GA, and a member of Grace Monroe, reflecting his commitment to community and service. He lives with his wife and their two young children in Downtown Monroe, Georgia, where they enjoy being part of a close-knit and vibrant community.
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