A complete list of active advisors currently associated with Shelterbelt Advisors

Warmer can help you find a great advisor at Shelterbelt Advisors or one who fits your needs even better.

Shelterbelt Advisors is a fee-only independent advisory firm led by a single principal that provides comprehensive financial planning and tax preparation services to individuals, high-net-worth clients, and businesses. The firm does not manage client assets, does not accept custody, and does not execute trades or discretionary investment management on clients’ behalf. Services are offered as either ongoing engagements or project-based engagements, covering areas such as business planning, retirement and estate planning, cash‑flow and debt management, insurance review, and tax planning and preparation. When securities recommendations are made in the context of a financial plan, the firm cites modern portfolio theory, asset allocation, and a preference for passive funds, and it can construct portfolios that incorporate socially responsible investing criteria at client request. Noteworthy distinctions include the firm’s avoidance of percentage-of-assets-under-management fee arrangements—relying instead on fixed, recurring, and hourly planning fees—and its explicit focus on planning and tax services rather than AUM-based investment management. The principal’s concurrent work supporting farm business management programs and operating a regenerative farm suggests an operational specialty and client orientation that may be particularly relevant to agricultural business owners and family enterprises.

To learn more about the advisors currently working at Shelterbelt Advisors, 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.