A complete list of active advisors currently associated with Shawnee Investments & Planning

Warmer can help you find a great advisor at Shawnee Investments & Planning or one who fits your needs even better.

Shawnee Investments & Planning is a small, independent advisory firm that serves individual clients, a limited number of retirement plan sponsors, foundations, charities and small businesses. The firm provides comprehensive financial planning, ongoing portfolio management, educational workshops, and guidance to retirement plan sponsors. Its investment approach is built on Modern Portfolio Theory with a core‑and‑satellite construction; actively managed funds are evaluated against ETF peers using risk‑adjusted and tax‑efficiency metrics, while individual equities are selected through bottom‑up fundamental analysis. Portfolios may include covered‑call strategies and, when suitable for a client’s risk profile, higher‑risk holdings, and are managed on either a discretionary or nondiscretionary basis. What distinguishes the firm from many independent solo advisors is the regular, complimentary educational workshops and its pension/retirement‑plan consulting services (including roles described under ERISA §3(21) and §3(38)), offerings that are uncommon among peers. The practice’s very small scale—managing roughly $1.23 million for about ten clients—means the firm maintains a narrow client base and a compact service model compared with larger independent advisers.

To learn more about the advisors currently working at Shawnee Investments & Planning, 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.