Silver Accounting Service Inc. DBA Silver Financial Service

Silver Financial Service (doing business as Silver Accounting Service) provides investment management, financial planning, and tax return preparation to individuals — including high-net-worth clients — trusts, and business owners. The firm offers discretionary portfolio management alongside written financial plans and varying planning engagements (ongoing flat-fee, project-based, or hourly) and generally charges advisory fees based on a percentage of assets under management.

Portfolios are constructed using low-cost mutual funds, ETFs, fixed income and equities with a mix of passive and active strategies and both strategic and tactical asset allocation; the adviser performs internal due diligence, may recommend outside managers, and reviews accounts at least quarterly. The firm works directly with clients to set goals, risk tolerance, and any reasonable investment restrictions, and monitors portfolios for rebalancing, tax considerations, and changes in client circumstances.

Distinctive aspects of the firm include its accounting roots and explicit offering of tax return preparation and bookkeeping coordination in addition to advisory services, and its stated practice of leveraging custodial resources from Charles Schwab — including research and educational conferences made available through Schwab’s institutional platform. The sole principal holds CFP® and AIF® credentials and the firm documents a range of business-planning and employee-benefit consulting services geared to business-owner clients.