A complete list of active advisors currently associated with Shonan Gold Financial LLC

Warmer can help you find a great advisor at Shonan Gold Financial LLC or one who fits your needs even better.

Shonan Gold Financial LLC provides financial planning and consulting to individual clients, offering both project-based and ongoing plans as well as automated investment-management support and third-party money-monitoring arrangements. The firm prepares written plans that cover goals, tax and retirement planning, cash flow, insurance, and other areas, with implementation left to the client or to separate third-party managers under contract. The firm’s stated investment approach uses Modern Portfolio Theory and favors long-term strategies, with asset allocation and investment recommendations tailored to each client’s risk tolerance and objectives. Shonan Gold does not exercise investment discretion over client accounts, and clients retain custody of assets and responsibility for proxy voting while the firm may arrange for fee deduction through the chosen custodian. Compared with peers, the firm is newly registered (2021) and operates as a very small, solo advisory practice—reporting only two clients and roughly $12,000 in assets—while being owned by two principals, one of whom maintains substantial outside employment (about 160 hours per month) and a separate media business. The adviser does not participate in wrap programs, does not vote client proxies, and relies on third-party custodians and managers for execution and monitoring, which may affect how services are delivered relative to larger independent firms.

To learn more about the advisors currently working at Shonan Gold Financial 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.