Shea Financial Advisors

Overview

Shea Financial Advisors is an independent, owner-operated registered investment adviser focused on individual and family clients. The firm operates as a sole proprietorship and positions itself as a capital allocator that blends financial planning with discretionary portfolio management and the selection of external managers. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and manager selection — indicating a mix of direct portfolio oversight and outsourced strategies. Investment activity is weighted toward public mutual funds as the primary vehicle for equity and fixed-income exposure, while the firm also sources third-party alternative managers for real asset and commodity exposure. Fee arrangements are flexible: clients are charged a percentage of assets under management for ongoing relationships and can also engage the firm on hourly or fixed-fee bases for planning or project work. The firm is not an ESG-driven investor and does not position itself as a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices