A complete list of active advisors currently associated with SHA Advisory

Warmer can help you find a great advisor at SHA Advisory or one who fits your needs even better.

SHA Advisory provides financial planning and investment advice to individuals (including high‑net‑worth clients), families, trusts, and small business owners. The firm’s services center on creating financial plans, explaining asset classes and risk characteristics, and helping clients establish and manage self-directed brokerage accounts rather than acting as a portfolio manager. The firm operates a do‑it‑yourself consulting model that emphasizes client education on diversification, business‑cycle factors, and risk management; it does not provide discretionary trading, performance tracking, or ongoing portfolio management for individual accounts. SHA Advisory recommends a custodian (Charles Schwab) for client accounts but does not take custody of client assets or accept soft‑dollar benefits. Compared with many independent advisers, SHA Advisory does not charge percentage‑of‑AUM fees and instead provides advice on an hourly/engagement basis, and it does not accept performance‑based or commission compensation. The firm is newly formed and run by a single adviser, offering occasional case‑by‑case research projects and assistance with investment policy statements, which distinguishes it from peers that typically manage client assets or bill based on assets under management.

To learn more about the advisors currently working at SHA Advisory, 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.