Shoreline Wealth Advisors has joined Parkwoods Wealth Partners. The combination includes Shoreline’s affiliated tax preparation firm, Shore & Co., and deepens our planning-centric, evidence-based approach. Shoreline is an Indiana-based registered investment adviser with approximately $350 million in assets under advisement as of June 30, 2025. The combination closed on August 1, 2025 and includes Shoreline’s affiliated tax preparation firm, Shore & Co.
Why Shoreline – and why now
This move is about shared beliefs first and operational scale second. Shoreline’s team – Founder Bud Shore, CPA, PFS, and co-owner Jay Bumbalough, CPA, PFS – is known for fiduciary advice, planning-centric client work, and disciplined, evidence-based investing. Those principles align tightly with how Parkwoods serves families through Purpose First Planning. It also helps that Shoreline was among the earliest members of Buckingham’s TAMP, BAM Advisor Services – a heritage that connects naturally with Parkwoods’ leadership experience.
“Welcoming Shoreline is about shared beliefs first and foremost,” said Al Sears, Founder & CEO of Parkwoods and formerly President of Buckingham. “Bud and Jay have built a remarkable firm on the same planning-led, evidence-based approach our clients expect. That alignment is what makes this such a good fit.”
“For our team, this partnership is the natural next step,” said Bud Shore, Founder of Shoreline Wealth Advisors. “Jay and I have known Parkwoods’ leadership for years and share the same investment philosophy and planning emphasis. Joining forces lets us enhance what we deliver – with the same people our clients already trust.”
“Clients value clarity and consistency. Purpose First Planning keeps the plan out front, and an evidence-based portfolio is how we execute it,” said Chris Gardner, CFP®, Head of Advisory at Parkwoods. “With Shoreline’s team – and their deep client relationships – we’re expanding the support behind a philosophy both firms already follow.”
What this means for clients
No changes to your day-to-day relationships. Shoreline clients will continue to work with their existing advisors – the same people you already know and trust. Over the coming months, the Shoreline brand will transition to Parkwoods, but your advisory team and planning approach remain the same.
Deeper planning–tax–portfolio coordination
Integrating Shore & Co. strengthens our ability to coordinate planning, investments, and taxes in one cohesive process. In practical terms, this supports more consistent asset location, tax-loss harvesting, and cash-flow timing – the small, ongoing decisions that add up over time for households that value a single, integrated view of their finances.
A natural fit, built on shared philosophy
Parkwoods partners with advisory firms that share a fiduciary mindset and a planning-centric, evidence-based approach. Adding Shoreline deepens that bench while preserving boutique-level relationships. The BAM lineage and our leadership background make this feel less like a change and more like the next turn of a very consistent wheel.
