A complete list of active advisors currently associated with Shore Point Advisors, LLC

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

Shore Point Advisors provides discretionary portfolio management, financial planning, and advisory services to individuals (including high‑net‑worth clients), retirement plans and plan participants, charities, and business entities. As of December 31, 2025 the firm reported $327,720,533 in discretionary assets under management and serves 637 clients through a ten‑advisor team. The firm constructs Investment Policy Statements and implements model portfolios that are monitored and typically rebalanced on a regular basis, combining approaches such as modern portfolio theory and a five‑factor model to inform asset allocation. Shore Point also uses option strategies and multi‑asset overlay techniques, and discloses the use of derivatives, buffered ETFs, and securities‑backed lines of credit in appropriate client accounts. Distinctive features in the brochure include the explicit use of derivatives and overlay strategies in managed portfolios and a practice of including financial planning at no additional cost for clients with $500,000 or more managed by the firm. The brochure also discloses relationships and practices that may affect recommendations—an affiliated insurance agency whose agents may earn commissions, the use of non‑employee solicitors/promoters for referrals, and receipt of sponsored conference and custodial support services—which the firm documents and addresses in its disclosures.

To learn more about the advisors currently working at Shore Point Advisors, 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.