SHORE FINANCIAL PLANNING

Overview

Shore Financial Planning is a small, independently owned Registered Investment Adviser structured as an LLC that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm operates on a fixed-fee model and emphasizes managed portfolios built predominantly from public mutual funds. It does not identify as an active ESG investor and does not appear to act as a capital allocator or multi-state adviser; instead, it relies on third-party managers for non-core exposures. With a client base composed of individual and family households, Shore Financial Planning positions itself as a boutique advisory practice focused on customized planning and day-to-day portfolio oversight. The firm’s regulatory classification and business activity indicate it also participates in other financial product sales, suggesting supplemental product relationships beyond core advisory mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices