A complete list of active advisors currently associated with Shamrock Financial Services

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

Shamrock Financial Services is a small, state-registered advisory firm that serves individual and high-net-worth clients, managing about $26.6 million across roughly 109 accounts. The firm provides discretionary asset management built around ETF-based model portfolios, modular or full written financial planning (with planning fees waived for active asset-management clients), and access to sub-advisory platforms. The firm’s investment approach assigns clients to model ETF portfolios based on firm-determined risk tolerances and emphasizes value-oriented, long-term holdings combined with strategic asset allocation and periodic rebalancing. Shamrock delegates certain implementation and model access to a third-party sub-adviser arrangement, using those models and rebalancing services to manage client accounts while maintaining ongoing fiduciary oversight. Notable departures from many peers include acting as a wrap-fee program sponsor and offering in-person educational seminars and workshops (including presentations at colleges and restaurants) on retirement planning, two features that are uncommon among supported firms. The firm also concentrates its managed portfolios in ETFs and relies on third-party model managers for execution and rebalancing, which can affect the range of managers available to clients.

To learn more about the advisors currently working at Shamrock Financial Services, 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.