Shipwright Advisors is a fee-only financial planning and investment management firm founded by Nate Owen, CFP®, and based in Burlington, Vermont. Serving client families nationwide, the firm helps people align their finances with the life they want to lead, including time outdoors, adventures, and meaningful moments with loved ones. Its approach is designed for those who value a rich life beyond money and want support that accommodates seasonal priorities.

Shipwright offers initial financial planning to develop and implement a comprehensive plan based on each client’s goals, along with ongoing planning that addresses changing needs and supports continued progress. Investment management is available as part of its long-term client service. The firm also lists tax preparation among its financial services. Its process emphasizes collaboration, from creating a practical roadmap to providing continuing planning and management.

Shipwright does not sell financial products or earn commissions. The firm describes itself as a fiduciary, committed to transparent advice that serves clients’ interests.