Independent Wealth Planning and Guidance

Welcome to Shoreline Financial Partners

— You're Unique —

Shouldn't your retirement plan be too?

Shoreline Financial Partners is an independent boutique firm offering comprehensive financial planning, evidence-based investing and on-going investor education.  

We help you understand and make complex decisions that can come with wealth so that you can pursue the goals and lifestyle that are important to you.

Retirement Planning

Setting a personal benchmark and path can help filter out the noise and set a better foundation from which to make smarter decisions.

Wealth Management

We're on a mission to help investors protect their wealth and stay on track to pursue their unique goals.

Broker Check
Certified Financial Planner
Manatee Chamber of Commerce

Shoreline Standard of Care

ORGANIZATION

ACCOUNTABILITY

OBJECTIVITY

PROACTIVITY

EDUCATION

PARTNERSHIP

We’re Talking Turkey
Thanksgiving is not a patriotic holiday. It’s not a religious holiday. The grocery aisles are not full of candy and[...]
Investing in the Age of Disruption
By GARDNER SHERRILL |Investor’s ColumnNovember 21, 2017Investing in the Age of DisruptionEastman Kodak was one of the worlds most admired[...]
Home Equity in Retirement Planning
Today, around 30% of homes in the US are owned free and clear; 17 million of that 30% are people[...]
Quarterly Market Review Q3 2017
See our Free Video Series Understanding Bear Markets Managing Market Volatility Creating Lifetime Income Click the banner to learn more.
What do you know about Labor Day
Labor Day is celebrated on the first Monday every September. For some Americans, it signals an end to summer; for[...]
What is an “Independent” Financial Advisor
By GARDNER SHERRILL |Investor’s ColumnAugust 22, 2016What is an "Independent" Financial AdvisorInvestingThe term “Independent Financial Advisor” was originally used to[...]