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







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