Broker Check
Shawn Chadwell*, CFP®

Shawn Chadwell*, CFP®

Advisor

Shawn Chadwell is a CERTIFIED FINANCIAL PLANNER™ practitioner at the Premier Planning Group LLC in Cincinnati, Ohio and is responsible for developing investment strategies and financial plans for his clients. 

Most recently, Shawn served as the President and Founder of Compass Wealth Management LLC, a Registered Investment Advisor.  In that position, Shawn fostered life-time relationships with his clients by using his financial planning skills.  Prior to forming Compass, Shawn was an Associate Wealth Management Advisor in the Trust Department at Fifth-Third Bank.  During his stint at Fifth-Third, Shawn created financial plans for High Net Worth investors and worked with many CPAs and Attorneys.

Shawn has also held positions with Fidelity as a Stock Plan Consultant, Stock Plan Executive Consultant, and--finally--as a Workplace Planning and Guidance Consultant.

Shawn earned a Bachelor’s Degree in Sports Administration from Northern Kentucky University and was a top-player on the NKU Varsity Golf Team.  He also earned the coveted Evans Scholarship, a golf scholarship that provides full-tuition, fees, and housing to golf caddies of modest means.

Shawn and his wife, Heather, live in Amelia, Ohio, and they are the proud parents of two boys, Maximus (4 years old) and Parker (2 years old). Shawn still enjoys golf, and he also likes to travel, snow ski, and go boating. 

Involvement & Recognition

Shawn and Heather serve as youth mentors at their church, working with 7th and 8th graders. Quoting an old Chinese proverb, Shawn says: “If you want happiness for an hour, take a nap. If you want happiness for a day, go fishing. If you want happiness for a year, inherit a fortune. If you want happiness for a lifetime, help somebody.”

Shawn and Heather have found happiness in helping others—especially today’s youth.  “They can be so positive, yet vulnerable,” Shawn said, “and there is so much that can happen during adolescence that can cause depression and suicide.  So Heather and I want to be there and help them however we can.”

Shawn is also a member of the Clermont County Chamber of Commerce and his local Rotary International Club, an international service organization whose stated purpose is to bring together business and professional leaders in order to provide humanitarian service and to advance goodwill and peace around the world. 

For investment related services, please email Shawn at schadwell@premierplanning.net

Shawn Chadwell offers products and services using the following business names: Premier Planning Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Premier Planning Group. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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