At Shiman Partners, we believe the best financial advice happens when you’re not just being talked at, but talked with. Founded by Joe Shiman and built with Anna Gaudet, our firm serves professionals, executives, and families who value clarity, thoughtful planning, and a down-to-earth approach. We’re proud to be a trusted, loyal partner to clients across the Northeast and beyond.

There is no one way to live a life. We listen first, and then we make a plan that meets you where you are. Our process starts with understanding your values, your goals, and your current landscape. From there, we develop a tailored plan using a needs-based framework, helping you interact meaningfully with your capital. Whether it’s organizing your accounts, coordinating with your CPA, or mapping out a second home purchase, we guide every step with intention and care.