“A rocket won’t fly unless somebody lights the fuse.” – Homer Hickam Jr.
Whether managing your personal and professional wealth, assisting with your family’s advanced planning needs, or providing a 401(k) retirement plan for your business or practice, these qualities differentiate Shoreline Asset Management’s experienced oversight from other solutions you may be considering:
Imagine a team of professional advisors coming together to serve your best and varied interests. That’s the Shoreline edge. We routinely oversee our own alliances as well as your existing relationships, coordinating specialized skills to address your life’s complex challenges and opportunities.
Our oversight also ensures that your professional team is on your side. As a fee-only, Registered Investment Advisor (RIA) firm, our only source of revenue comes from the transparent fees you pay us for the straight advice and all related services we offer. As your fiduciary advisor, we are obligated to represent your highest financial interests … and we wouldn’t have it any other way.
Co-owners Marion E. “Bud” Shore, CPA/PFS, MBA and Jay Bumbalough, CPA/PFS are native, life-long Hoosiers. We live, work, play and volunteer in our community. With offices in New Castle, Shelbyville, Indianapolis and surrounding communities, Indiana is our home; its people, businesses and practices are our neighbors.
While headquartered in Indiana, our circle of influence is nationwide, among the clients we serve as well as the alliances we’ve formed. Our relationships with national providers such as Dimensional Fund Advisors, Bridgeway Capital Management and the BAM ALLIANCE (a community of independent wealth management firms) enrich our client-centric advice with high-quality support services. By participating in these and other alliances, we ensure that our voice is heard in ongoing conversations dedicated to advancing our clients’ highest interests.