A complete list of active advisors currently associated with Behavior Shift

Warmer can help you find a great advisor at Behavior Shift or one who fits your needs even better.

Behavior Shift (Kevin and Melissa LLC dba Behavior Shift) is a fee‑only registered investment adviser formed in 2024 that provides discretionary investment management and financial planning to individual and high‑net‑worth clients. The firm’s client base includes a notable portion of non‑U.S. clients, a feature that is uncommon for independent solo advisers. The firm combines Modern Portfolio Theory with behavioral‑finance principles and may employ third‑party model portfolios and Outside Managers to implement client strategies. Portfolios typically use ETFs, mutual funds, and individual securities, and the firm offers faith‑based security screening options (including a biblically aligned screening methodology) while accommodating client‑imposed investment restrictions in writing. Behavior Shift operates as a single‑advisor practice with a relatively small reported asset base (the brochure reports $76,760 in discretionary assets as of December 31, 2024), making its significant non‑U.S. client exposure atypical among peers. The firm discloses outside business activities — including a role providing financial education and counseling to eligible service members and a small retail venture — and states these activities are segregated from its advisory services.

To learn more about the advisors currently working at Behavior Shift, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.