All Shakespeare advisors are CERTIFIED FINANCIAL PLANNERS™ and many also specialize in other areas of financial planning. We use a team approach in everything we do, capitalizing on the talents and knowledge base of our entire team to best serve clients with investable assets of $1 million or more.

All Shakespeare advisors are also proud members of the National Association of Financial Advisors (NAPFA), the premier professional association catering to Fee-Only financial advisors. NAPFA Advisors must be a Certified Financial Planner (CFP) in good standing and demonstrate technical competence in the key areas of financial planning. To maintain our NAPFA membership, each advisor completes 60 hours of Continuing Education every two years and takes a fiduciary oath. This is just one of the many ways we show that our clients always come first.