Values and ‘Why’ Statement

Our ‘Why’ Statement: We believe that each of our clients should be given the opportunity to take a look at themselves in the mirror. We are entrusted to give them an honest assessment of that reflection.

At The Shealy Group, we use the analogy of “holding up a mirror” to describe how we motivate and engage our clients. We show them how they ‘look’ financially when negotiating with banks or reviewing financial statements and professionally when interacting with customers. With each client interaction we are mindful of our core values, which we define as follows:

Innovative Solutions: All of our professionals are on the leading edge of knowledge in our respective fields. We are known for our creative solutions to complex problems, as well as our forward-thinking ideas. We also have amazing professional resources that we combine with our own experience to truly provide the best results for our clients. 

Reputation of Integrity: We strive to always do the right thing for each of our clients, acting professionally and with integrity to meet their unique needs. We hold ourselves accountable for our promises, whether written or verbal. Integrity is the foundation of our business, and our employees hold themselves to the highest standard. 

Exceed Expectations: We go above and beyond to exceed our clients’ expectations. We are responsive and address questions and issues quickly and effectively, using our professional network when needed. We work hard, and it shows through our commitment and “get it done” attitude.

Our Pledge: We Promise to listen. We are committed to you. We earn your referral.