Philadelphia, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Continuum Advisory, LLC
Multi-team
Firm-wide stats for Continuum Advisory, LLC
About
Continuum Advisory provides advisory services to individuals (including high‑net‑worth clients) and institutional clients such as pension and profit‑sharing plans, offering financial planning, consulting, and discretionary portfolio management. Client engagements are documented by written advisory agreements and can include ongoing planning, investment management, or retirement plan consulting.
Advisors construct portfolios using mutual funds, ETPs, individual securities, model portfolios and, when appropriate, third‑party asset managers or separately managed accounts accessed through the firm’s platform; they perform initial and ongoing suitability reviews and accept reasonable client‑imposed restrictions. Continuum also offers retirement plan consulting and can serve in ERISA fiduciary roles (including 3(21) advisory and 3(38) investment manager capacities) for plan sponsors when engaged.
The firm is distinctive for the degree of professional integration among its Advisors: several maintain outside professional practices as tax preparers (Enrolled Agents), licensed insurance agents, registered representatives of a broker/dealer, or attorneys providing trust and estate services, and the brochure discloses how those activities are managed. Continuum also relies on a centralized technology and sub‑advisory platform for billing, reporting and SMA access and, by policy, does not vote client proxies (clients retain proxy voting responsibility, with limited guidance available on request).
Based on Continuum Advisory, LLC
Expertise
Based on Continuum Advisory, LLC
Location
230 S. Broad Street, 17th Floor
Philadelphia PA 19102
Advisors at this office
3
Advisors at this office
Triinu B
Series 65
Philadelphia, PA
Continuum Advisory, LLC
Triinu Barclay is a financial advisor at Continuum Advisory, LLC with a Series 65 designation and no prior industry experience. Before joining Continuum, she worked at Rassler Financial and Berkshire Hathaway Fox & Roach among other roles. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individuals—including high-net-worth clients—and institutional clients such as pension and profit-sharing plans. The firm uses a range of investment vehicles and offers integrated professional services through its multi-team structure.
Shanley C
CFP®, ChFC®, Series 63, Series 66
Philadelphia, PA
Continuum Advisory, LLC
Shanley Campbell is a CFP® and ChFC® with 22 years of industry experience, currently serving as a financial advisor at Continuum Advisory, LLC since 2018. Prior to this, she worked at Triad Advisors, Signator Investors, and Transamerica Financial Advisors. Outside of advisory work, she owns a financial planning business operating under the name Rassler Financial. Continuum Advisory provides financial planning, consulting, and portfolio management services to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans. The firm integrates multiple professional services and utilizes a range of investment strategies and third-party managers accessed through a centralized platform.
Nicolette S
CFP®, Series 63, Series 66
Philadelphia, PA
Continuum Advisory, LLC
Nicolette Seilus is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Continuum Advisory, LLC. Her prior experience includes roles at Triad Advisors LLC, The Vanguard Group, and West Virginia University. Outside of her advisory work, she has been involved with Puebla Foods INC/La Madera Bistro. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management services. The firm offers tailored investment solutions through a network of independent advisors and manages over $1.4 billion in assets.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)