# Financial Excavation

Financial Excavation is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Founded:** 2025
- **Assets under management:** Undisclosed
- **Website:** https://financialexcavation.com
- **LinkedIn:** https://www.linkedin.com/company/financial-excavation

## Regulatory record

- **CRD number:** 334503
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334503

## About

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.

## Sectors

- Real Estate
- Infrastructure
- Private Credit
- Energy Transition & Renewables
- Secondaries & Special Situations

## People

- Shar-N Warren — founder and Financial Planner
- Tianna Johnston — Client Services

## 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.

## Related profiles

- [FREMEN CAPITAL](https://altss.com/profile/fremen-capital)
- [TIND ASSET MANAGEMENT](https://altss.com/profile/tind-asset-management)

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Source record modified: 2026-08-11T15:06:42.396Z

Last verified: not supplied by this public snapshot.

## Sources and provenance

- Organization website as recorded: https://financialexcavation.com/
- Regulatory source: https://adviserinfo.sec.gov/firm/summary/334503
Source links do not imply that every field was verified on the page modification date. See [Altss methodology](https://altss.com/methodology).

Canonical page: https://altss.com/profile/financial-excavation

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology