A complete list of active advisors currently associated with Siler Wealth Management

Warmer can help you find a great advisor at Siler Wealth Management or one who fits your needs even better.

Siler Wealth Management serves individuals, families, small business owners, and institutional clients by providing investment management, financial planning, and consulting services, and it acts as a sub‑advisor to select 401(k) plans. As of March 30, 2026, the firm reported approximately $188.6 million in regulatory assets under management across roughly 664 clients and manages both discretionary and non‑discretionary accounts. The firm emphasizes customized strategies tailored to each client’s goals, employing fundamental, technical, cyclical, and quantitative analysis within a generally long‑term, periodically rebalanced framework. It offers both passive and active solutions through third‑party sub‑advisors and may employ structured (buffered) outcome ETFs, covered‑call strategies, and margin where appropriate, as disclosed in its ADV. Notably, the firm’s Form ADV discloses prior disciplinary and arbitration matters involving the firm’s principal and related regulatory actions, with details and outcomes described in Item 9 of the brochure. The firm also provides estate‑planning education and coordination (including use of the Trust & Will digital platform), Social Security consulting, and separately billed educational or workshop‑style offerings, features that are less common among peer team firms.

To learn more about the advisors currently working at Siler Wealth Management, 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.