A complete list of active advisors currently associated with Silver Accounting Service Inc. DBA Silver Financial Service
Warmer can help you find a great advisor at Silver Accounting Service Inc. DBA Silver Financial Service or one who fits your needs even better.
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.
To learn more about the advisors currently working at Silver Accounting Service Inc. DBA Silver Financial Service, 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 |
|---|---|---|
Westbrook, ME
| 6
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")