Financial Planning
A coordinated plan that connects your goals, cash flow, investments and retirement needs.
Learn more →Financial Planning & Wealth Management
Experience built for the decisions that matter.
Decades of judgment, disciplined research and straightforward advice for the decisions that shape what comes next.
Founded1986Independent guidance with a long view.
TeamThree advisorsCollaborative attention by design.
ExperienceTwo 40+ year careersPerspective through market cycles.
Financial guidance, made personal.
Your financial life deserves more than isolated decisions. We bring financial planning, tax planning, investment management, retirement, estate strategy and risk into one clear conversation.
Tax Planning
Detailed reviews of personal and business tax returns to identify potential planning opportunities.
Learn more →Portfolio Management
A RiskFirst® approach focused on drawdown risk, your goals and your ability to withstand investment losses.
Our investment philosophy →Retirement
A plan for the income, choices and transitions that retirement brings.
Learn more →Estate Strategy
Coordinate the decisions that protect the people and causes you care about.
Learn more →Business Owners
Personal guidance for the opportunities and challenges that come with ownership.
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A Clear Process
Advice gets better when the whole picture is in view.
We start by understanding what matters to you, then build and revisit a strategy that can adapt as life does.
Our approach →A process built around you.
Questions first. Strategy second. Ongoing attention throughout.
01
Understand
We begin with your goals, documents, risk tolerance and the decisions in front of you.
02
Design
Your team develops a coordinated strategy for the priorities that matter most.
03
Stay engaged
As life and markets change, we help you keep your plan aligned with what you need.
Start with a conversation.
Tell us what is on your mind. We will help you decide whether Shrier Associates is the right fit.