A complete list of active advisors currently associated with SHFP, LLC

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

The firm provides fee-only investment advisory and financial planning services to individuals, high‑net‑worth clients, and business entities, managing roughly $88.9 million for about 25 clients. It offers ongoing portfolio management as well as standalone financial planning and consulting engagements. The firm generally implements investment advice on a non‑discretionary basis, requiring client approval before executing trades, and primarily allocates among individual equities, fixed income, mutual funds and ETFs. Its investment process combines fundamental, technical and cyclical analysis and employs long‑term, short‑term and trading strategies tailored to client objectives. Noteworthy features include a primarily non‑discretionary asset base—an uncommon model among independent advisers—and a long‑standing, certification‑based relationship with Dimensional Fund Advisors (DFA), whose mutual funds and ETFs comprise a majority of the firm’s investment choices. The firm also relies on a single custodial platform that provides operational and research support, does not vote client proxies, and maintains a relatively small client roster given its assets under management.

To learn more about the advisors currently working at SHFP, 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.