A complete list of active advisors currently associated with Shrier Associates, LLC

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

Shrier Associates serves individuals, trusts, estates, pension and profit‑sharing plan sponsors, corporations, businesses and non‑profit entities, offering discretionary and non‑discretionary portfolio management, financial planning, pension consulting and assets‑under‑advisement services. The firm manages approximately $77.6 million for about 149 client relationships and operates with a three‑advisor team. The firm builds customized, primarily long‑term portfolios using low‑cost mutual funds and ETFs alongside REITs, limited partnerships and individual securities, while retaining the ability to make tactical reallocations and trade positions held less than a year when client objectives or market conditions warrant. Shrier Associates also uses third‑party managed‑account and model platforms (SEI, Folio/Goldman Sachs, Altruist/Redwood) and offers optional services such as Tax Loss Harvesting through Altruist’s TaxIQ. Distinctive features include that several of the firm’s principals are licensed insurance advisers and may act as insurance brokers or fee‑based insurance advisers, receiving separate commissions or fees for insurance products—a relationship disclosed as a potential conflict of interest. The firm’s service set also emphasizes pension consulting and the selective use of less‑liquid alternatives (e.g., interval funds and non‑traded REITs) when appropriate for a client’s objectives, which broadens its investment toolkit relative to many peers.

To learn more about the advisors currently working at Shrier Associates, 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.