A complete list of active advisors currently associated with Shoreglass Financial Studio

Warmer can help you find a great advisor at Shoreglass Financial Studio or one who fits your needs even better.

Shoreglass Financial Studio is a newly formed, fee-only registered investment adviser that expects to begin operations once its registration is effective. The firm intends to serve individuals and high-net-worth individuals with ongoing investment management, comprehensive financial planning, and project-based (one-time) planning engagements. Shoreglass generally provides portfolio management — typically on a discretionary basis when authorized — and integrates investment decisions with each client’s broader financial plan by considering objectives, time horizon, risk tolerance, taxes, liquidity, and existing holdings. Its approach emphasizes long-term allocation, periodic rebalancing, tax-aware choices, and may use ETFs, mutual funds, individual equities, and third‑party model portfolios available through its custody/technology platform. Notable features for a firm without active advisors include offering fixed-fee planning options (both a subscription-style Foundations service and fixed-price project planning) alongside asset-based portfolio management, and imposing no minimum account size. The firm operates on a fee-only basis, does not act as a private fund adviser, will not vote client proxies, and its principal maintains a temporary affiliation with another advisory firm that is expected to end before Shoreglass accepts clients.

To learn more about the advisors currently working at Shoreglass Financial Studio, 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
Abbey Ciancutti	Toledo, OH	5

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