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

Quarterly Market Review Q4 2017
Happy New Year! With 2017 in the rearview mirror, we’re pleased to reflect on – and share with you –[...]
Ten Financial Best Practices to Jump-Start Your New Year
Happy New Year! Now that 2017 is a wrap, one of the best presents you can bestow on yourself and[...]
We’re Talking Turkey
What makes you happy? As we wish you and yours a Happy Thanksgiving, we’d like to take a moment to[...]
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
If you’ve taken our past advice about ignoring the onslaught of breaking market news, you probably didn’t read Russell Investments’[...]
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