A complete list of active advisors currently associated with Sheehan Financial Advisors, LLC

Warmer can help you find a great advisor at Sheehan Financial Advisors, LLC or one who fits your needs even better.

Sheehan Financial Advisors serves individual clients — including high-net-worth and non‑HNW households — as well as trusts, pension and profit-sharing plans and business clients. The firm provides financial planning and related services, refers clients to third‑party investment adviser programs, and offers insurance products through licensed personnel. The firm builds a client risk profile and model asset allocations, then recommends and monitors third‑party advisory platforms rather than managing portfolios directly; it does not accept discretionary investment authority or custody of client assets. Instead of a direct percentage‑of‑AUM billing model, clients pay for planning services and the firm receives solicitor or commission arrangements for referrals and insurance sales. What distinguishes Sheehan from many peers is its close affiliation with a public accounting practice owned by the firm’s principals, who devote most of their business time to accounting, audit and tax services; this structure emphasizes coordination between tax/accounting work and financial planning. The combination of CPA firm affiliation, solicitor referrals to external managers, and licensed insurance sales within a small three‑advisor practice is an uncommon operating profile for supported firms.

To learn more about the advisors currently working at Sheehan Financial Advisors, LLC, 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.