A complete list of active advisors currently associated with Candace Shira Associates, LLC

Warmer can help you find a great advisor at Candace Shira Associates, LLC or one who fits your needs even better.

The firm provides financial planning and investment management to individuals, trusts, businesses, and estates, serving both high‑net‑worth and non‑HNW clients. Its services include tailored financial planning, portfolio management, and the option to incorporate third‑party money managers into client portfolios. Investment programs are customized to client objectives and risk tolerances and rely on traditional research and publicly traded securities such as mutual funds, ETFs, stocks, bonds and certificates of deposit. The firm conducts periodic reviews, may review outside workplace accounts on request, and commonly uses third‑party managers and custodial platforms (including Advisor’s Asset Management, SEI, and Schwab’s managed platform) while exercising discretionary authority for accounts held with its recommended custodians. Distinctive features include that one or more advisors are licensed insurance agents who may recommend and sell traditional insurance and fixed‑annuity products for commissions, an activity the firm discloses and indicates represents a small portion of advisor time. The firm also maintains direct American Funds custody arrangements (Capital Bank & Trust) and has established a prime brokerage relationship to access IPO allocations (used historically for firm employees), and it manages roughly $443 million for about 431 clients, reflecting a mid‑sized supported advisory practice.

To learn more about the advisors currently working at Candace Shira Associates, LLC, 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.