Shea Financial Advisors

Shea Financial Advisors provides fee-only financial planning and discretionary investment management to individuals and families, offering comprehensive services that include tax planning and individual tax preparation, retirement and estate planning, insurance analysis, and project-based engagements. The firm offers ongoing financial services agreements as well as limited-scope project retainers for specific planning needs and does not accept commissions or sell insurance products.

The firm implements a long-term, buy-and-hold approach built around strategic asset allocation across domestic, international and alternative equity classes and a mix of mutual funds, ETFs and selective fixed income, and generally avoids market timing or option strategies. Shea Financial Advisors manages client accounts on a discretionary basis and at times delegates portfolio management to an unaffiliated independent manager while retaining oversight; that third-party arrangement includes negotiated operational support and a fee schedule that varies with the aggregate assets SFA directs to the manager.

Shea Financial Advisors is fee-only and participates in industry organizations that require fee-only standards and continuing education, and it uses proprietary planning systems available through its Alliance Comprehensive Planners membership. Notable distinctions include the inclusion of tax preparation within comprehensive engagements, the firm’s recent approval to register with the SEC, and a proxy policy under which clients receive and vote their own proxy materials rather than the firm voting on their behalf.