A complete list of active advisors currently associated with Shift Fynancial
Warmer can help you find a great advisor at Shift Fynancial or one who fits your needs even better.
The firm provides retirement plan consulting, ongoing portfolio management, and integrated financial planning to individuals, employer-sponsored retirement plans, businesses, trusts, and estates. Retirement plan services include investment menu selection and monitoring, Investment Policy Statement development, vendor and recordkeeper evaluation, and the firm may serve as an ERISA Section 3(21) co‑fiduciary or a Section 3(38) investment manager when applicable. Investment decisions are guided by a disciplined, long-term asset allocation and risk-management process that emphasizes strategic allocation, diversified portfolios (mutual funds, ETFs, and other securities), ongoing monitoring, and periodic rebalancing. Financial planning is integrated into the asset‑based advisory relationship rather than offered as a standalone engagement, and the firm provides both discretionary and non‑discretionary services with formal reviews at least annually. The firm’s client mix and asset profile differ from many solo independent advisers: a substantial portion of reported assets are non‑discretionary, and the firm explicitly advises retirement plans and corporate clients, reflecting a more institutional orientation than is typical for one‑advisor firms. The firm’s principal is also licensed to sell insurance and is affiliated with an outside consulting business (devoting more than 15% of professional time), and the brochure highlights related conflict‑of‑interest disclosures such as insurance compensation and rollover incentives.
To learn more about the advisors currently working at Shift Fynancial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Jamestown, NY
| 8
|
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