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Silvestri Financial and Tax Advisors, Inc

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Client assets under management

$46,457,924

More info

Clients

129

4% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

65

High

Average account size

$360,139

About

Silvestri Financial and Tax Advisors, Inc is a small, supported advisory firm serving individual and high‑net‑worth clients as well as some corporate accounts. The firm provides financial consulting, tax‑related planning guidance, and makes referrals to third‑party portfolio managers and insurance products rather than directly managing securities for clients.

Rather than providing direct portfolio management, Silvestri arranges discretionary management through recommended third‑party advisers (notably AssetMark) and conducts due diligence and ongoing reviews of those managers as part of its advisory process. Recommendations are tailored to clients’ liquidity, tax considerations, risk tolerance, and time horizon, and the firm documents client‑imposed restrictions and model allocations when preparing plans.

Notably, the firm periodically hosts free educational seminars and webinars aimed primarily at retirement‑age individuals, and the principals are licensed insurance agents who may offer commissionable insurance products such as fixed index annuities and life insurance—conflicts of interest that the firm discloses to clients. The firm also discloses that it may use third‑party lead generators and is compensated via fee‑sharing arrangements with the third‑party advisers it recommends, and it requires use of its chosen custodian platform for portfolio management.

Client services

Selection of other advisers Educational seminars or workshops Financial consulting

Expertise

Annuities Wealth management

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Fee options

Percentage

All Assets+: Up to 2.25% total advisory fee combined All Assets+: Up to 1.20% SFATAI's fee All Assets+: Up to 1.05% Third Party’s fee

Project-based

$100 to $350 per hour, negotiable

Main office location

Silvestri Financial and Tax Advisors, Inc

Forest Hill MD, United States

Number of offices

1

Most active in

More info

Maryland · Pennsylvania

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 410-627-1456

Advisors at this firm

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user avatar

Vincent S

Series 66

Forest Hill, MD

Silvestri Financial and Tax Advisors, Inc

Vincent Silvestri is a financial advisor at Silvestri Financial and Tax Advisors, Inc. in Forest Hill, MD, with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Chesapeake Capital Management, LLC and Sageguard Investment Advisory Services. In addition to advisory services, he manages tax preparation for individual federal and state returns during the tax season. Silvestri Financial and Tax Advisors, Inc. provides financial consulting, tax guidance, and advisor-referral services to individuals, high-net-worth clients, and corporations. The firm focuses on education, asset-allocation, and liquidity planning while referring clients to third-party investment managers and coordinating ongoing monitoring and consultations.

Annuities Wealth management
user avatar

Brian S

Series 65

Forest Hill, MD

Silvestri Financial and Tax Advisors, Inc

Brian Silvestri is a financial advisor at Silvestri Financial and Tax Advisors, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to joining Silvestri Financial and Tax Advisors in 2021, he has worked at Booz Allen Hamilton since 2012, where he serves as a Lead Associate and Project Manager in the Strategic Innovation Group. Silvestri Financial and Tax Advisors, Inc. provides financial consulting, tax-related guidance, and advisor-referral services to individuals, high-net-worth individuals, and corporate clients. The firm focuses on educational resources, asset allocation, and liquidity planning while referring clients to third-party investment managers and coordinating ongoing monitoring and consultations.

Annuities Wealth management
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