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What Sets Shoemaker Financial Apart?

Shoemaker Financial is the firm where independence flows together with support. We strive to do it the right way. By providing what financial professionals want and clients need, Shoemaker gives you the means to own a successful long-term practice. We offer our financial professionals a strategic combination of independence and support.

The Shoemaker Advantage
Independently owned and operated. Our financial professionals have access to a wide variety of products and services from some of the leading companies in the industry.

Gain Impact by Spending More Time with Clients
Our open architecture means you can focus on your clients' individual needs. Although you operate independently, we offer assistance with marketing, financial strategies, business succession strategies and investment management.

Shoemaker will help you maximize your client relationships by providing in-house resources that include:

  • Financial Planning Department
  • Marketing Department
  • Investment Advisory Department
  • Access to estate planning attorneys
  • Advisor Resource Center
  • One-on-One Mentoring
  • Training Department
  • Valuable technology and timely IT support
  • Customized marketing tools and seminars
  • Employee benefits department
  • Compliance department support
  • 50 person seminar facility

Defined Goals Backed by Strong Partnerships
At Shoemaker, our client's financial security is top priority. We carefully craft a quality financial strategy that works for our clients and their loved ones. We are the trusted advisors of our clients, and it is our responsibility to be there for them and help keep them well-prepared for whatever challenges life may bring.

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