Fiduciary Investment Advisors

Trusted Financial Advisors in Connecticut

Since 1996, Shoreline Financial Advisors has provided trusted advice. We are a fiduciary investment advisor, putting your interests first in everything we do. All of our actions are guided by the principle of doing what’s right for our clients. As an independent financial consultant,we strive to be your valued partner in your journey towards achieving your financial goals.

Our ServicesMeet The TeamConflict-Free Advice


Why Hire an Independent
Financial Advisor?

Let’s be honest, most of us spend more time planning our vacations than we do planning our future. When is the last time you looked at your financial plan? We know that it is easy to put it off until tomorrow.

You don’t need to go it alone.

As an independent RIA, we are a fee-only financial advisor.

We can create easy to understand financial plans and implement sound investment strategies. Come to us with your goals and dreams and we can help you to begin visualizing your tomorrow.

Objective advice and transparent fees.

Not sure if you’re ready? Let’s talk.
No pressure, no obligation.

What is a Fiduciary?

Recent Updates

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