A complete list of active advisors currently associated with ShankerValleau Wealth Advisors, Inc.

Warmer can help you find a great advisor at ShankerValleau Wealth Advisors, Inc. or one who fits your needs even better.

ShankerValleau Wealth Advisors is a team-based, SEC-registered advisory firm of six professionals managing roughly $645 million for about 203 client relationships. The firm provides wrap-fee portfolio management, individualized investment supervision, and integrated financial planning to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes evidence-based, structured strategies—including the use of Dimensional Fund Advisors’ strategies—with broad diversification, factor-oriented exposures, and a lower-risk bond sleeve made up of short- and intermediate-term, higher-quality bonds; portfolios are rebalanced quarterly and most accounts are managed on a discretionary wrap-fee basis. Financial planning is incorporated into advisory services, and the firm uses AI tools internally to summarize meeting notes and support recordkeeping while retaining human oversight and not using AI for investment decision‑making. Compared with many peers, ShankerValleau is affiliated with an accounting firm owned by its management, and the two entities routinely recommend each other’s services, creating an integrated accounting-advisory relationship that is uncommon for similarly sized teams. The firm also sponsors and acts as sole manager of its own wrap fee program and, with account-specific approval, may use margin/borrowing in separately managed accounts—features that are statistically rare among comparable team firms.

To learn more about the advisors currently working at ShankerValleau Wealth Advisors, Inc., 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.