A complete list of active advisors currently associated with Shipwright Advisors

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

Shipwright Advisors provides fee-only financial advice to individuals, high-net-worth clients, charitable organizations, and businesses, offering investment management, ongoing and project-based financial planning, and retirement plan consulting and management. The firm also offers business strategy consulting and coordinates with third-party professionals such as attorneys, accountants, and insurance specialists when clients need additional services. Investment guidance is built around asset allocation and Modern Portfolio Theory, using a mix of passive and active funds, outside managers, and custodial platforms (including Betterment for Advisors and Altruist) to implement client portfolios. The firm tailors plans to client goals and risk tolerance, can incorporate socially responsible (ESG) criteria, and provides fiduciary retirement-plan services under 3(21) and 3(38) arrangements. Compared with many independent advisers, Shipwright’s brochure emphasizes retirement-plan (pension) consulting and discretionary plan management—services that are relatively uncommon for firms in this category. The firm also performs due diligence on alternative and private investments and provides non-advisory business strategy consulting, features that are atypical for a small, fee-only advisory practice.

To learn more about the advisors currently working at Shipwright 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.

Name	Location	Years of experience
David Owen	Burlington, VT	9

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