Shoreline Financial Advisors, LLC

Shoreline Financial Advisors, LLC is a registered investment advisor established in 1996 and registered with the U.S. Securities and Exchange Commission. The firm specializes in providing investment advisory services to individuals, high net worth individuals, retirement plans, and charitable organizations. Shoreline offers discretionary investment management services, financial planning services, and retirement plan advisory services. The firm's investment strategy is primarily long-term focused, with a focus on creating customized investment portfolios based on clients' goals, risk tolerance, and financial situations. For investment management services, Shoreline charges fees based on a percentage of assets under management, starting at 1.00% annually for the first $250,000 and decreasing for higher asset levels. The firm may also provide financial planning services on an hourly basis or through fixed fee engagements. Shoreline does not charge performance-based fees and does not participate in soft dollar programs. The firm's principals, Brendan T. Smith, CPA, CFP®, and Patrick M. Smith, CFA, have extensive experience and qualifications in the financial industry. Shoreline emphasizes transparency, communication, and a fiduciary commitment to clients' best interests. The firm's privacy policy ensures the protection and confidentiality of clients' personal information. Clients have the right to limit the sharing of their personal information and can request a copy of the firm's privacy policy annually.