A complete list of active advisors currently associated with Silver Maple Financial, LLC
Warmer can help you find a great advisor at Silver Maple Financial, LLC or one who fits your needs even better.
Silver Maple Financial, LLC is a small independent advisory firm that serves primarily individual clients with financial planning, ongoing investment management, workplace retirement participant support, and 401(k) plan advisory services. The firm manages roughly $19.3 million across about 23 client relationships and provides both one‑time plans and ongoing plan implementation and review. The firm’s investment approach favors passive, low‑cost exchange‑traded funds, mutual funds, and fixed income with an emphasis on long‑term holdings, annual rebalancing, and quarterly reporting. It operates as a fee‑only fiduciary and structures its advisory relationships around client approvals and regular reviews rather than exercising unrestricted trading discretion. What distinguishes the firm from many peers is its exclusive use of non‑discretionary asset management—transactions are executed only with prior client authorization and often under limited‑agent arrangements—which is uncommon among independent advisors. The firm also provides a relatively broad set of retirement plan services for a sole practitioner, including 401(k) plan advisory work (IPS development and vendor coordination) and participant‑level account assistance.
To learn more about the advisors currently working at Silver Maple Financial, LLC, 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 |
|---|---|---|
Kittery, ME
| 19
|
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