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, and retirement plan consulting to individuals, high‑net‑worth clients, trusts, estates and businesses, managing approximately $453.6 million in client assets. The firm offers discretionary portfolio management, written financial plans, and plan‑sponsor services, and coordinates estate‑document and tax‑preparation work as part of comprehensive planning engagements. Portfolios are generally long‑term oriented and built from diversified, low‑cost mutual funds and ETFs, with individual stocks, bonds and options used as needed; the firm will rebalance or trade more actively to meet client objectives. Silver Grove deploys a mix of delivery models — direct discretionary management, referrals to Independent Managers, and multiple sponsored platforms (including LPL’s Strategic Wealth Management, SEI, Orion, AssetMark, LVZ and robo‑advisor programs such as Betterment) — and discloses that LPL SWM accounts may be structured so that either clients or the firm/Advisory Person bear transaction charges. Compared with many peers, Silver Grove discloses material affiliations that may influence referrals: the firm’s owners co‑own Sterling Tax & Accounting, Inc., and several advisory personnel are licensed insurance agents, and the firm may refer clients to those affiliated services. The firm also participates in platform and advisor‑benefit programs (including payments from Orion tied to assets on the platform) and details how alternative transaction‑charge arrangements at LPL can create differing incentives for trading and execution — facts prospective clients should weigh alongside the firm’s standard 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.
You can also browse Silver Grove Advisory Services's office locations.
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