Let Our Wealth of Experience Work for You
Joe Shiman brings a rich history in finance, from his early career on the institutional side to decades spent building trusted relationships with individuals and families. He’s been in the room for major market cycles, complex equity comp transitions, and multi-generational planning conversations. That depth shows up in the way we handle everything from risk exposure to retirement mapping. You’re not just getting a plan, you’re getting the benefit of hard-earned perspective and investment fluency you can rely on.
Work With a Partner, Not Just an Advisor
The name Shiman Partners reflects exactly how we work: collaboratively. When you walk into our office, you’re not just receiving advice, you’re entering a relationship built on mutual respect, clear communication, and follow-through. Our clients know they’re never just a number. They know we listen, respond, and show up, even if that means meeting them in person after a difficult diagnosis or helping gather tax documents during crunch time. We care deeply, and it shows.
Joseph Shiman III, CFP®
Managing Partner, Certified Financial Planner™
Anna Gaudet
Operations & Communications Manager
Anna manages all daily service and communications aspects for Shiman Partner’s clients. She and Joe meet daily to sync up on their plan of action to best execute their client’s short-term needs and long-term goals. An MBA...
Robin Condon
OSJ Compliance & Supervision Manager
Helen Harrison
Chief Marketing Officer
Understand the Why, Not Just the What
Our clients are smart, accomplished, and curious. They want to understand how their money works. That’s why we carve out time to talk through strategy, explain concepts, and give context to the numbers. We’re not here to drown you in jargon or make you feel behind. We’re here to make financial complexity feel manageable, and to empower you with clarity so you can make informed decisions at every stage.
Let’s Make a Plan You’ll Actually Use
We create real plans that reflect your life and help you use your wealth with confidence. Ready to get started?
