A complete list of active advisors currently associated with Shield Wealth Advisors

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

Shield Wealth Advisors works primarily with individual and high‑net‑worth clients, delivering discretionary portfolio management, financial planning, and consulting services. The firm manages roughly $68 million for about 109 clients and offers both direct asset management and programs that use third‑party sub‑advisors and co‑advisory arrangements to implement model portfolios. Investment decisions are guided by a value‑oriented, long‑term framework supplemented by tactical and strategic asset‑allocation and a mix of fundamental and technical analysis; accounts are tailored through one‑on‑one interviews and questionnaires and are reviewed at least quarterly. The firm delegates portfolio implementation in some programs to a named sub‑advisor that has discretionary authority to select and implement model holdings, while the adviser retains client communication and oversight responsibilities. Several features set the firm apart from many peers: it is registered as an insurance agency and its supervised persons may sell insurance and annuity products for commission, a relationship the brochure discloses as a potential conflict of interest. The firm also has an accounting/tax affiliation—the chief compliance officer operates a tax practice to which clients may be referred—and the brochure notes participation in sponsored educational events and custodial educational resources, along with an exclusive sub‑advisor arrangement that requires sharing client personal and portfolio information.

To learn more about the advisors currently working at Shield Wealth 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.