A complete list of active advisors currently associated with New Shore Financial LLC

Warmer can help you find a great advisor at New Shore Financial LLC or one who fits your needs even better.

New Shore Financial is an independent, state-registered advisory firm that serves individuals (including high-net-worth clients), trusts, and estates with discretionary wealth management and complementary financial planning. Services include ongoing portfolio management, one-time or project-based planning engagements, and referrals to accountants, attorneys, or other specialists when appropriate. The firm builds customized portfolios primarily using ETFs and mutual funds and employs fundamental analysis with a generally long-term, low-turnover orientation; it may rebalance, use cash strategically, and retain legacy holdings for tax or portfolio-fit reasons. Implementation can be direct or through third‑party independent managers and a turnkey asset management platform, with the firm performing initial and ongoing oversight of any external managers it uses. Noteworthy for a solo advisory practice, the firm manages roughly $14 million for a small client base and also advises on additional assets that are not under its regular management, reflecting a high asset concentration per client. It maintains an institutional custody and platform relationship that provides operational and platform services (including access to a TAMP), a dynamic the firm discloses and addresses through its policies and client disclosures.

To learn more about the advisors currently working at New Shore Financial 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.