Come to the Shoreline, Where Different Is Good

Firm History

Key dates/events

2015

Mark Lux joins firm as Investment Advisor Representative

Deepens presence  across Central Indiana

 

Josh Brumbaugh joins firm as Investment Advisor Representative

Deepens our presence across Central Indiana

 

 

 

2015

 

 

Brenda K Baier joins firm as Investment Advisor Representative

Deepens presence across Central Indiana and Midwest

 

 

 

2012

 

 

Independent member of the BAM ALLIANCE initiative

 

A community of investors and independent wealth advisors who have discovered a better way to take control of financial futures and achieve life’s most important goals

2009

Co-founder of national Bright Sky Group

A forum for investment advisors committed to putting client interests first

2009

Acquired Rammelsberg & Rumsey, CPA firm

Further developing our presence across Central Indiana

2004

Initiated annual corporate sponsorship of Big Brothers Big Sisters of Henry County

Demonstrating our commitment to community well-being

 

2002

Jay Bumbalough joins as co-owner

Expanding our manpower and deepening our executive/owner expertise

2001

Added 401(k) retirement plan services

Providing 401(k) plan oversight in an independent, fiduciary relationship

 

1998

Joined BAM Advisor Network

Strengthening our regional financial focus with broad, nationally based support services

1998

Shoreline Asset Management founded

Investment and wealth management for business executives/owners, doctors and other professionals

 

1995

Personal financial planning services initiated

Adding financial planning to enhance accounting practice

1990

Shore & Company CPA firm founded

Bringing quality accounting services to businesses and individuals in Central Indiana