Silverman, Andrew

Andrew Silverman, CPA, ABV, RIA operates as a single-advisor practice that works with managed-money platforms and retirement accounts, leveraging relationships with financial advisors at Merrill Lynch, Stifel Nicolaus, and Morgan Stanley. The firm offers access to institutional money managers and ETF-based portfolios managed by those broker-dealers’ investment committees, and also advises on fixed‑income holdings held to maturity.

Investment decisions are grounded in a fundamental analysis framework used both to evaluate individual issuers and to select outside money managers across the investment spectrum (large, mid, small cap; growth or value; domestic and foreign). Portfolios typically use either diversified institutional equity managers (approximately 70+ holdings) or ETF sleeves of about 12–22 ETFs, while fixed-income allocations emphasize individual bonds, short‑term funds, or cash‑equivalents depending on client risk and time horizon; the adviser currently does not exercise investment discretion.

What is notable about this practice is the adviser’s accounting and valuation background (CPA and ABV credentials) and long professional history, which the brochure says is integrated into financial planning and tax-aware investment discussions — a profile that is uncommon among firms in this category. The firm’s regular selection and placement of other advisers and reliance on third‑party investment committees, rather than managing all strategies internally, is another distinguishing feature relative to many peers.