Discover Your Independence with Shoreline Wealth Management

Are you a financial advisor looking to break free and embrace the independence you deserve? Join us at Shoreline Wealth Management, where we empower advisors like you to take control of your practice while tapping into our unparalleled support and resources.

Why Choose Shoreline?

At Shoreline, we are driven by a commitment to education and transparency. We believe that informed advisors create informed clients. Our collaborative environment fosters teamwork and ensures that you have access to the best tools and insights to thrive in your independent practice. With the backing of LPL Financial, one of the top independent broker-dealers in the U.S., you’ll gain the confidence to forge your own path with trusted partners at your side.

We Leverage the Strength of LPL Financial

LPL By The Numbers

We partner with LPL Financial, where they take pride in being a top-tier independent broker-dealer in the United States. Established in 1989, LPL has grown to service over 18,000 financial professionals and partner with more than 800 financial institutions nationwide. Ranked #466 on the Fortune 500 List, they offer a robust platform backed by cutting-edge technology and dedicated support.

Discover why LPL Financial is the trusted partner for financial professionals across the country. Explore our commitment to excellent service, innovative technology, and impactful investing.

Learn more about LPL

Why We Choose to Affiliate with LPL

After extensive research and due dilegence we found that LPL provided the most support with the highest level of independence. Their values were aligned with ours in the sense that they allow you to run your business the way you want while providing support with their vast platforms and resources. LPL does not spend on advertising LPL, rather they put those resources behind the things that matter to your clients the most and promote your brand because they know your clients trust you.

Anchor Your Future with Shoreline

The Comprehensive Support We Offer

Transitioning to independence doesn't have to be daunting. Our suite of services, including business planning, financial accountability, cutting-edge technology solutions, and a dedicated client success team, ensures you have everything you need to excel. We'll work with you to define your vision, optimize your practice, and deliver an exceptional client experience.

CHIEF FINANCIAL OFFICER & BOOKEEPER

Financial Accountability

Business Growth Plan
Cash flow planning, budgeting, and forecasting
Financial statement implementation
Revenue & Expense Reporting
Assets Under Management & Net New Assets reporting
Revenue multiple business valuation
Goal Setting & Tracking
Benchmarking
Client Segmentation
Brokerage to Advisory & Fee Analysis

BUSINESS STRATEGIST

Business Planning
Business Structure
Vision & Strategy
SWOT Analysis
Financials
Growth and Marketing
Operational Efficiency

ADVISOR TECHNOLOGY CONSULTANT

Implementation

Build & deliver Advisor tech recommendations
Act as Vendor Liaison (i.e. tech demos, general questions, contract guidance, etc.)
Onboarding to New Technology (i.e. setup, training facilitation, integrations, etc.)

Optimization

Evaluate usage and process improvement
Efficiency coaching
Continuous tech stack assessment for proper tech stack “fit”

CLIENT SUCCESS TEAM

New and existing business submissions
Account maintenance
Transition support + more
Dedicated service team of five
Point of contact for escalation - know specifically who handles each task
Provide updates on tech rollouts, regulatory changes, and future LPL projects

Supervisory Principal

Business partner for supervision and compliance related items
Works with a dedicated supervision team for specialized areas such as Alternative Investments & Annuities.

Let's Connect!

Are you ready to take the first step towards independence? Schedule a meeting with us today to explore the exciting opportunities at Shoreline Wealth Management. Let’s discuss how we can help you achieve your professional goals in a supportive, innovative environment.