Broker Check


At Shoreline Wealth Management, we believe that our clients are better positioned to reach their goals with education as the foundation for their financial plans. That’s why our focus is the education of and service to our clients. Our commitments are to communicate clearly, have less corporate feel with more personal touch, offer transparency in costs and tailor a plan specifically for our clients.

As the Shoreline team grows, we are searching for promising advisors who can join in serving as our clients' financial anchor through a comprehensive personal and educational experience. If this sounds like an environment where you would thrive, then let’s talk! It doesn’t matter if you are in the early years of your career, sunsetting, or anywhere in between.

Ownership in Your Book of Business

You've worked hard to build your client base, it's time to own it.

Advisor-Centric Culture

As a firm owned by advisors, our culture is shaped and formulated by our peers.

Internal Succession Planning

Whether you’re still in growth mode or looking to slowly wind down and retire; we help simplify the process through competitive and transparent acquisition partners and a streamlined, friction-free process.

There's A Person Behind The Plan

Your ideas are important to us and deserve to be heard. Much of our growth is due to the innovations of our advisors.

We know shifting to independence with a new firm can feel uncertain. At Shoreline Wealth Management, we believe having the right team, platform, and broker-dealer support can make all the difference—we can support your transition with:

  • Trained staff to handle client calls, scheduling, and paperwork
  • Marketing and lead generation support
  • Ongoing business support from LPL Financial, the #1 broker dealer for independent advisors*

*As reported by Financial Planning Magazine, June 1996-2020, based on total revenue.


If you think your experiences and background could bring a valuable perspective to our firm and clients, please send us your contact information in the form below so we can connect.

Please feel free to include any other relevant information in the "additional info" section (not required).

Thank you!