Shane T. Fox,

Founder I Managing Partner

With more than ten years of experience as a financial advisor, Shane is a founding member of Ausperity Private Wealth, where he focuses on developing investment strategies and financial plans for individuals, their families and their businesses. Shane earned his Certified Plan Fiduciary Advisor (CPFA) designation in 2017 and his Chartered Retirement Planning Counselor℠ (CRPC®) designation in 2020. He applies this specialized training to identify smart solutions for our clients as they pursue their short-term and long-term financial goals. For the first time in his career, Shane was ranked #41 in the country for 2022 in AdvisorHub’s 50 advisors to watch (Under $1B). Shane also ranked #24 in AdvisorHub's 50 Next Gen Advisors to Watch* list for 2023. Previously, Shane was a Financial Advisor at Merrill Lynch Wealth Management, working on the team led by Ausperity founder Rory O’Hara.

Shane grew up in Mount Laurel, New Jersey, attended the nearby, Bishop Eustace Preparatory School, and received his Bachelor’s degree in Finance from Fordham University in New York, where he was a three-year Varsity baseball player. He lives in the Society Hill Neighborhood of Philadelphia and, as a foodie, enjoys trying new restaurants throughout the area. He is a member of the Riverton Country Club in Cinnaminson, New Jersey, where he spends his free time on the golf course. As an Acute Lymphocytic Leukemia (ALL) survivor, Shane stays active in the Leukemia and Lymphoma Society through various fundraisers, golf outings, and other activities.


*AdvisorHub’s 50 Advisors to Watch Under $1B (2022), created by AdvisorHub. No fees were paid to be considered or to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary.