What You Can Expect from Us. Transparent fees and independent objective advice.

What should I look for in a financial advisor?

Fiduciary Pledge Meet the Team Contact Us

We Put Your Interests First

We are a fiduciary, which means your interests come first.  This may seem obvious, but in fact, most “financial advisors” are not so obligated. We are an independent Registered Investment Advisor (RIA) and we do NOT sell proprietary products, have sales quotas, or sell bank products. We do not charge commissions and our fees are completely transparent.

At SFA, it is About More Than Just Investments

We engage our clients to develop and implement a sound financial plan that helps them to achieve their long-term goals.  What is your goal?  Retirement, college planning, travel, or leaving a legacy, let us help you.

We Provide Prudent Advice for Better Decision-Making

Multiple studies have shown that using a competent financial advisor adds significant value over time. Even Vanguard believes that an independent advisor can add about 3% per year to a clients portfolio. This value is not necessarily measured by the month-to-month performance against a stock market index, but rather the long-term performance against a proper benchmark through acting effectively as a financial planner, wealth manager, and behavioral coach. Providing this discipline to clients is worth more over time than many realize.

We Pledge to Act in the Highest Ethical Manner

We provide to you a Fiduciary Pledge that is in addition to our Code of Ethics.

If you are interested in learning more about working with a fiduciary and what Shoreline Financial Advisors can do for you, give us a call (203) 458-6800 at. Or Click Here To Set Up a Meeting. No Pressure. No Obligation.