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Financial Excavation
Financial Excavation provides personalized financial planning and advising, fiduciary services, and tax strategy services. It is a fee-only, advice-only...
Financial Excavation
Financial Excavation provides personalized financial planning and advising, fiduciary services, and tax strategy services. It is a fee-only, advice-only fiduciary advisor that does not directly manage clients' investments. The firm helps new-wealth individuals, pre-retirees, and those embracing new life changes achieve secure, lasting financial joy and freedom.
General information
Firm type
RIA
Year founded
2025
Location
Region
North America
Principals
Shar-N Warren
founder and Financial Planner
Tianna Johnston
Client Services
Sector focus
Frequently asked questions
What investment stages does Financial Excavation typically target?
Financial Excavation targets value-add, opportunistic, and distressed stages in real estate and infrastructure. This involves acquiring assets in need of operational turnaround or recapitalization, with a medium-to-long-term hold period before disposition. The firm avoids early-stage or growth-equity investments in technology.
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