A complete list of active advisors currently associated with Robert William Shoemaker,Iii

Warmer can help you find a great advisor at Robert William Shoemaker,Iii or one who fits your needs even better.

The firm provides continuous portfolio management and financial planning to a mix of individual and high-net-worth clients as well as pension and profit‑sharing plans, corporations, and charitable organizations. Services include both discretionary and non‑discretionary account management and written financial plans addressing investments, tax and estate considerations. Investment decisions are informed by a blend of fundamental, technical, quantitative, qualitative, and cyclical analysis with an emphasis on asset allocation, mutual funds and ETFs, and periodic rebalancing (at least semi‑annually); Morningstar is cited as a primary research source. The firm uses both long‑ and short‑term strategies, may rarely employ margin, and implements accounts through third‑party custodians with standard custodial reporting and fee invoicing procedures. Notably, the firm’s client mix — which includes charitable organizations and institutional plan clients — is uncommon for a small independent adviser, and it manages roughly $63.5 million across its client base. The brochure discloses a 2006 criminal conviction followed by a 2012 state order that conditionally approved registration; prospective clients are referred to regulatory records for further information.

To learn more about the advisors currently working at Robert William Shoemaker,Iii, 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.