A complete list of active advisors currently associated with Severn Financial Advisors, LLC
Warmer can help you find a great advisor at Severn Financial Advisors, LLC or one who fits your needs even better.
Severn Financial Advisors, LLC provides financial planning and consulting services to individuals, families, businesses, trusts, and estates, delivering written or verbal plans tailored to each client's situation. The firm emphasizes a fact‑finding process and uses third‑party planning tools to develop recommendations on topics such as retirement, tax, estate, and cash‑flow planning. Advisory work typically involves multiple meetings to gather information and present a customized plan; the firm does not provide discretionary asset management or custody of client assets itself. Implementation of investment recommendations is offered through the advisory representatives in their separate capacity with an unaffiliated broker‑dealer/adviser, and clients may choose whether to use those implementation services. Compared with peers in the investment‑manager category, Severn’s pricing model is distinctive: it offers fixed‑fee and hourly planning engagements rather than charging fees based on a percentage of assets under management. The brochure also discloses the firm’s reliance on its representatives’ separate brokerage/advisory roles for implementation and associated conflicts of interest, and notes the firm does not accept custody or performance‑based fee arrangements.
To learn more about the advisors currently working at Severn Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Annapolis, MD
| 5
| |
Annapolis, MD
| 39
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)