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Shaw Planning and Advisory

EST. AUM
$500,000,000

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Firm Details

Metro area New York City
CRD Number
Website shawplad.com
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Overview

Shaw Planning and Advisory is an independent financial advisory firm based in Garden City, New York. Founded in 2026 by Timothy Shaw, the firm operates as an affiliate of Stratos Wealth Partners. Shaw Planning and Advisory blends institutional-level market experience—rooted in Timothy’s background as a professional trader and market maker—with a comprehensive, planning-centric approach to private wealth. The firm focuses on helping clients navigate complex financial landscapes through disciplined asset allocation, tax-aware strategies, and long-term goal alignment.

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Address

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

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