A complete list of active advisors currently associated with Silverbrook Investment Advisors, Inc.

Warmer can help you find a great advisor at Silverbrook Investment Advisors, Inc. or one who fits your needs even better.

Silverbrook Investment Advisors, Inc. serves individual (non‑high‑net‑worth) clients and provides portfolio management services, reporting approximately $2.79 million in regulatory assets under management across 27 client relationships. The firm operates as a single‑advisor independent investment adviser and generally charges fees based on a percentage of assets under management, consistent with many peers in this category. As a solo practitioner, the adviser delivers one‑on‑one portfolio management and conducts account reviews and reporting as described in its Form ADV brochure. The brochure outlines the firm’s methods of analysis, investment strategies, and procedures for servicing client accounts. Notably, the firm discloses additional financial industry activities that are uncommon among independent advisers: an affiliation with an insurance company and that the adviser is licensed as an insurance broker or agent and sells other financial products. These affiliations and product sales are detailed in Item 10 of the Form ADV and are identified as potential sources of conflict of interest that the firm discloses and addresses in its policies.

To learn more about the advisors currently working at Silverbrook Investment Advisors, Inc., 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.