Our Timeline
1990
Shore & Company CPA firm founded
Bringing quality accounting services to businesses and individuals in Central Indiana
1995
Personal financial planning services initiated
Adding financial planning to enhance accounting practice
1998
Shoreline Asset Management founded
Investment and wealth management for business executives/owners, doctors and other professionals
Joined BAM Advisor Network
Strengthening our regional financial focus with broad, nationally based support services
2001
Added 401(k) retirement plan services
Providing 401(k) plan oversight in an independent, fiduciary relationship
2002
Jay Bumbalough joins as co-owner
Expanding our manpower and deepening our executive/owner expertise
2004
Initiated annual corporate sponsorship of Big Brothers Big Sisters of Henry County
Demonstrating our commitment to community well-being
2006
50 Million in Assets under Management
Opened Indianapolis Office
2009
Acquired Rammelsberg & Rumsey, CPA firm
Further developing our presence across Central Indiana
Co-founder of national Bright Sky Group
A forum for investment advisors committed to putting client interests first
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
2013
100 Million in Assets under Management
2017
Moved Indianapolis Office to Carmel
2018
200 Million in Assets under Management
SEC Registered
2020
250 Million in Assets under Management
2021
Began Operating Under Shoreline Wealth Advisors
Today
We continue to build on our deep-rooted principles.
Shoreline remains committed to personalized wealth management that places our clients first, always.
