A complete list of active advisors currently associated with Conklin Shure Financial

Warmer can help you find a great advisor at Conklin Shure Financial or one who fits your needs even better.

Conklin Shure Financial is a state‑registered, fee‑only financial planning firm that offers ongoing comprehensive and limited‑scope hourly financial planning to individuals and high‑net‑worth clients. The firm does not provide investment management, does not accept custody of client assets, and reports no assets under management. When performing investment analysis as part of planning, the firm relies on Modern Portfolio Theory and passive investment principles, typically recommending low‑cost index mutual funds and exchange‑traded funds for asset allocation. The firm does not exercise discretionary trading authority or execute client trades, so clients implement recommended investments through custodians they select. The brochure discloses the firm’s use of endorsements and testimonials in advertising and that it engages an unaffiliated third‑party promoter who is paid a portion of fees for client referrals, a marketing and referral arrangement that is uncommon among solo independent advisors. The founder’s background includes fintech product roles and ongoing tax preparation and fintech consulting activities, which the brochure identifies as separate business activities conducted alongside the planning practice.

To learn more about the advisors currently working at Conklin Shure Financial, 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.