SHINNEMAN WEALTH GROUP

Overview

Shinneman Wealth Group is an independent registered investment adviser structured as a limited liability company that serves individual and family clients. The firm functions as a capital allocator and combines financial planning with discretionary portfolio management and selection-of-other-advisers capabilities. Its advisory mix includes financial planning, ongoing portfolio management for individuals and small businesses, and pension consulting services. Shinneman Wealth Group does not position itself as an active ESG investor and operates on a single-state basis. Fee arrangements are flexible: the firm charges a percentage of assets under management and also uses hourly and fixed-fee engagements when appropriate. As an independent RIA, the firm leans on third-party managers and product wrappers where needed rather than exclusively building all exposure in-house.

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Location & Offices