A complete list of active advisors currently associated with Silver Grove Advisory Services

Warmer can help you find a great advisor at Silver Grove Advisory Services or one who fits your needs even better.

Silver Grove Advisory Services provides investment management, financial planning, retirement plan consulting and related advisory services to individuals (including high‑net‑worth clients), trusts, estates and businesses. With 17 advisors managing approximately $453.6 million in discretionary assets for about 2,146 clients, the firm also offers estate‑planning coordination and can arrange tax preparation through an affiliated accounting practice as part of comprehensive planning engagements. The firm typically pursues a customized, primarily long‑term investment approach using diversified, low‑cost mutual funds and ETFs and, where appropriate, individual stocks, bonds and options; Silver Grove may rebalance or trade shorter‑term to meet client objectives. It uses discretionary portfolio management, ongoing monitoring with at least annual formal reviews, and implements strategies using a range of third‑party and sponsored platforms (including LPL, SEI, Orion, Betterment, AssetMark and LVZ) and occasional independent managers or wrap‑fee arrangements. Silver Grove’s brochure discloses several features that are less common among similarly sized multi‑team firms: certain advisory persons are licensed insurance agents who may receive commissions for insurance sales, and the firm’s co‑owners also co‑own Sterling Tax & Accounting, Inc., an affiliated tax and accounting firm—relationships the firm notes as potential conflicts of interest. The firm also maintains institutional relationships with custodians (notably LPL) and participates in advisor‑benefit programs and multiple implementation platforms, which can result in provider‑specific arrangements described in its disclosures.

To learn more about the advisors currently working at Silver Grove Advisory Services, 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.