246 Goose Lane, Suite 201 Guilford, CT 06437
What Make Us Unique
About Our Firm
A Fiduciary Advisor With Experience and Vision

Shoreline Financial Advisors, LLC (SFA) is an SEC registered investment adviser and is therefore a fiduciary advisor to its clients. Additionally, every adviser and principal at SFA has attained the designations of CFP or CFA which subject their membership to further fiduciary standards.

Is being a fiduciary important?  Absolutely, it means we put your interests above ours.  This may seem obvious.  However, most “financial advisors” are not required to follow this standard. 

We will help you to develop and implement a sound financial plan.  Retirement, college planning, travel, or leaving a legacy, let us help you.  We promise to:

Our Mission
Our mission is to help you on your financial journey using the highest standard of fiduciary care, open communication, comprehensive financial planning, and evidenced-based investment strategies consistent with the latest financial research.
Our Core Values
Meet the Team

The team at Shoreline Financial Advisors likes numbers, but we won’t make you feel like one.  You’ll be sharing very personal financial information with your advisor, so we know that trust is very important.  Combined, we have more than 65 years of experience in finance.  Plus, we have respected credentials, such as the CFA, CPA and CFP®.  Put our experience and knowledge to work for you.

We Put Your Interests First

The best time to plant a tree is twenty years ago. The second best time is now.

As an independent Registered Investment Advisor (RIA), we do NOT sell proprietary products.  Further, we do not have sales quotas.  Also, we will never sell bank products.  Lastly, we do not charge commissions.  Our fees are completely transparent.

We are a fiduciary advisor.  We offer independent advice with no hidden charges, incentive structures, or third-party payments of any kind.  Ready to take the next step?  Let’s talk about how we can get you there. 

How Can We Help You?

We are a fiduciary. We offer independent advice with no hidden charges, incentive structures, or third-party payments of any kind. Ready to take the next step? Let's talk about how we can help to get you there.