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About Us

Our Mission 
About us

Shoreline Wealth Solutions was founded in 2022 because there's a gap between what most financial firms offer and what people actually need when the stakes are high. Retirement, business transitions, inheritances, supporting aging parents while raising kids: these aren't problems you solve with a questionnaire and an algorithm. They require someone who takes time to understand your specific situation and builds a strategy around it.

That's the kind of firm we wanted to build. Smaller by design, focused on depth over scale, and structured so that being responsive to clients isn't something we aspire to but simply how we operate.

Our name reflects how we think about financial planning. A shoreline is where stability meets constant change. The water's always moving, but the shore adapts without eroding. Your financial life works the same way: markets shift, health changes, and family dynamics evolve. A good plan doesn't resist that reality. It anticipates it and adjusts while keeping you grounded.

About LPL 
Powered By LPL Financial

"What If You Could?"

At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

How We Work

Most people don't need more financial products. They need someone to make sense of what they already have and show them what's missing. So we start by asking questions that matter: What are you actually trying to accomplish? What keeps you up at night? What trade-offs are you willing to make, and which ones aren't negotiable?

From there, we build something specific to you. Not a template, not a sales pitch. A strategy that addresses your real concerns with solutions you can understand. When we recommend something, we explain the reasoning and the alternatives. The decision stays yours, but you'll have complete information to make it.

We chose to stay small so every client gets the attention their situation deserves. If that sounds like the kind of partnership you're looking for, reach out.

Who you Will Work With
Meet Your Team

Tim Neumann

Timothy J. Neumann, AAMS™, CFP®, CPFA

Founder & Financial Advisor

281-918-7450

tim.n@lpl.com

I’ve always believed financial advice should be clear, personal, and rooted in real life. I didn’t grow up with a financial safety net, and I knew early on that I never wanted to live paycheck to paycheck. That mindset led me to study...
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Kailee Neumann

Kailee Neumann

Operations Manager

281-918-7450

kailee.n@lpl.com

I’m the kind of person who thrives on structure, relationships, and making sure things run smoothly. At Shoreline Wealth Solutions, I handle everything from welcoming clients and scheduling appointments to processing paperwork and...
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Matthew Bohli

Matthew Bohli

Client Relationship Manager

281-918-7450

matthew.bohli@lpl.com

I’ve always been drawn to helping people, managing money, and entrepreneurship —financial services allows me to bring all three of those passions together in a career focusedon long-term impact.I am focused on building a strong...

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Our Process

Our approach is straightforward, collaborative, and completely tailored to you.

Step 1 
Let’s Talk

We start by understanding your situation, your goals, and the concerns that brought you here in the first place.

Step 2 
Explore the Possibilities

We identify opportunities, potential issues, and strategies that fit your specific circumstances, explaining trade-offs clearly along the way.

Step 3 
Build a Personalized Plan

We create a comprehensive strategy tailored to your needs, with clear action steps and realistic timelines for implementation.

Step 4 
Refine and Move Forward

We implement your plan, monitor progress, and adjust as life changes, staying available for questions whenever they come up.

Contact Us
Ready To Get Started?

Schedule an appointment with our experienced financial professionals to start building a roadmap towards financial independence and prosperity for you and your loved ones.

Schedule an Appointment