A complete list of active advisors currently associated with Silvis Financial

Warmer can help you find a great advisor at Silvis Financial or one who fits your needs even better.

Silvis Financial provides investment management, wealth management, and financial planning primarily for individual and high‑net‑worth clients, and also offers retirement plan consulting to employer plan sponsors. The firm supplements advisory work with educational seminars and may recommend third‑party professionals for specialized matters. Operating as a fee‑only fiduciary, Silvis typically manages client accounts on a discretionary basis and applies a blend of passive and active strategies informed by Modern Portfolio Theory, fundamental, technical, cyclical, and quantitative analysis. The firm routinely uses model portfolios and tax‑management tools through Altruist’s Model Marketplace and Schwab’s Model Market Center, and may employ outside managers and ESG/screening approaches to implement customized allocations. Noteworthy differences from many peers include the explicit integration of fee‑based annuities into its long‑term planning process on a fee‑only basis and the firm’s use of third‑party model‑marketplace platforms and tax tools despite a small advisory team. The firm’s principal holds CFP® certification plus specialized credentials in exit planning and faith‑based advising, and the brochure discloses custodial practices such as standing letters of authorization and direct custodial fee deduction.

To learn more about the advisors currently working at Silvis Financial, 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.