Shankland Financial Advisors, LLC

The firm provides financial and retirement planning, consulting, and discretionary investment management to individuals and families, as well as their trusts, estates and retirement accounts, and to charitable organizations and business entities. It serves both high‑net‑worth and non‑HNW individual clients and manages portfolios composed of stocks, bonds, mutual funds, ETFs, fixed annuities and certificates of deposit.

The firm uses both fundamental and technical analysis and typically pursues a long‑term investment posture while retaining tactical flexibility (for example, using stop‑loss orders, short ETFs for hedging, or moving to cash) and periodically rebalances client accounts under discretionary authority. It also provides oversight of held‑away retirement plan assets through an Order Management System for accounts of $100,000 or more and will recommend third‑party managers and allocation models when appropriate.

Notably, the practice manages roughly $97.7 million in discretionary assets while serving a relatively large client base for a single‑advisor model (over 300 clients), and it leverages educational opportunities made available through its custodian to support clients. The firm’s principal is also a licensed insurance agent who conducts insurance business through a separate entity (a disclosed potential conflict), the firm discloses it does not vote client proxies, and it imposes no account minimums.