aLuman Inc.

EST. AUM
$114,083,373

CONTACTS
2

CLIENT ACCOUNTS
401

Firm Details

Metro area Portland, OR
CRD Number 281073
Website alumanfinancial.com
Client types

Overview

aLuman Financial is a fee-only financial planning and investment management firm based in Portland, Oregon. Founded by Garth Shinn, CFP®, the firm is dedicated to helping clients align their financial strategies with their personal values and life goals. With a client-focused approach, aLuman provides comprehensive financial planning, tailored investment management, and Quick Start consultations for individuals seeking guidance on specific financial questions without engaging in full-scale planning. The team at aLuman includes Garth Shinn, who brings over 30 years of experience in financial services and specializes in helping clients articulate and achieve their life dreams. Keaton Shinn, CFP®, combines his background in neuroscience with behavioral finance to guide clients through various life stages. Kate Shinn, serving as the Minister of Communication and Fun, uses her expertise in education and graphic arts to enhance client engagement and communication. aLuman’s philosophy centers on understanding each client as an individual, developing coordinated financial plans to support them through life’s milestones and transitions. The firm emphasizes transparency and operates solely in the client’s best interest as a fiduciary.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

aLuman Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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