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 is a registered investment adviser that provides individualized financial planning, discretionary portfolio management, and advisory services to retirement plans and plan participants. The firm serves both individual clients (including high-net-worth households) and institutional plan sponsors, offering standalone planning for smaller accounts and portfolio management for clients meeting its $500,000 account threshold. The firm documents individualized Investment Policy Statements and manages clients via risk-based model portfolios that employ Modern Portfolio Theory and a five-factor investment model. Shore Point’s written strategies include mutual funds and ETFs as primary vehicles but also discuss alternative investments and crypto ETFs, option-writing strategies (covered calls and collars), and the selective use of securities‑backed lines of credit for non-investment borrowing needs. Distinctive elements disclosed in the brochure include the integration of ongoing financial planning at no additional cost for portfolio management clients, a formal five‑portfolio QDIA mapping and monitoring program for retirement plans, and an affiliation with an insurance agency (JCL) whose agents may receive separate commission income. The firm also notes use of electronic billing for planning fees (AdvicePay), attendance at issuer-sponsored research conferences, and documented policies for trade‑error handling and proxy materials that clients should review.

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.