Why Shine


IMPORTANT CONversationS

People come to Shine with important questions about their financial lives; they want to know how we can help.  We have answered questions for people like you for more than 25 years.  Some of the questions below and our FAQs are our most common.

Who are we?

One of the first fee-only financial planning firms in the country.  Since 1995, we haven’t been compensated through sales agendas or commissions, just one transparent fee that is easy to understand.

What do we do?

Build trust-filled, and long-lasting relationships grounded in a financial plan and managed in the best interest of our clients.

Why do we do it?

We believe financial advice is about having a plan that is customized to reflect your life’s goals beyond just your finances.

How do we do it?

Through a firm belief that a comprehensive financial plan should drive the investment management.

Who have you done it for?

For executives, business owners, retirees, families, divorcees, widows, re-marriages, and more.

What makes us different?

Financial planning and investment management have always been key to our conservative approach, but what makes us different is a tailored solution designed to help you feel relieved, confident, self-assured, and empowered.

Why choose Shine?

People hire us to make sense of the unique complexities they face.  Bring us your challenges.  We’ll provide a safe environment to talk them over, and together, we will find workable solutions.