A complete list of active advisors currently associated with Shifting the Culture Wealth Partners LLC

Warmer can help you find a great advisor at Shifting the Culture Wealth Partners LLC or one who fits your needs even better.

Shifting the Culture Wealth Partners LLC is a fee‑only, state‑registered advisory firm that serves individual clients through a range of financial planning and portfolio management services. The firm offers hourly consultations, project‑based work, and ongoing comprehensive planning, and provides investment management via third‑party managers and the Altruist platform, reporting $1.9 million in discretionary assets under management as of December 31, 2024. The firm typically builds client‑specific investment policy statements and favors passive investment management using index mutual funds and ETFs, while also incorporating fundamental and technical analysis in its research. Recommendations are implemented through discretionary authority or outside sub‑advisors (with trades placed under a limited power of attorney), accounts are reviewed on a quarterly basis, and engagements can be structured as percentage‑of‑AUM, fixed project fees, or hourly arrangements. Notable distinctions include a regular program of educational seminars and speaking engagements — sometimes offered pro‑bono — that supplement its individual planning work. As a small, two‑advisor practice, the firm combines a broad planning menu (business planning, employee‑benefits optimization, retirement and estate planning) with reliance on the Altruist adviser platform and discloses potential conflicts tied to platform benefits; the firm also notes its principal holds an insurance license but will not sell insurance products to clients.

To learn more about the advisors currently working at Shifting the Culture Wealth Partners 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.