SHEEHAN FINANCIAL ADVISORS, LLC

Overview

Sheehan Financial Advisors, LLC is a small, independent registered investment adviser organized as a limited liability company that focuses on individual and family clients. The firm operates primarily as a planner and capital allocator rather than a high-turnover asset manager: it provides financial planning, acts as an insurance broker, and performs manager selection for clients who need access to third‑party investment managers. Fee arrangements lean toward hourly and fixed-price engagements, supplemented by other non-AUM revenue sources tied to insurance and advisory services. Investment activity centers on allocating client capital to external managers and pooled products rather than running large in-house, proprietary portfolios. The firm reports it is not an active ESG investor and is not designated as a multi-state adviser, which suggests a regional client focus and limited emphasis on sustainable- or impact-driven mandates. As a firm that selects other advisers, due diligence and manager monitoring are part of its core advisory workflow.

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