A complete list of active advisors currently associated with SIP Financial Services

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

SIP Financial Services is a sole‑proprietor registered investment adviser that works with individuals as well as institutional clients, including pension and profit‑sharing plans and charitable organizations. The firm offers financial planning and consulting, discretionary and non‑discretionary portfolio management, and pension consulting services tailored to each client’s needs. The firm generally provides portfolio supervision and periodic rebalancing but, as disclosed, manages essentially all reported assets on a non‑discretionary basis as of December 31, 2025 while having added an optional discretionary authority in a recent update. SIP’s investment process draws on fundamental, technical, and cyclical analysis and can include long‑ and short‑term trades and the use of options and margin where appropriate to client objectives. Noteworthy for a small, independent adviser, SIP explicitly provides pension consulting to plan sponsors — including plan reviews, asset selection, participant education, and assistance with third‑party administrator relationships — and serves charitable and other institutional clients in addition to individuals. The firm recently transitioned to SEC registration after exceeding $25 million in regulatory assets under management and participates in Charles Schwab’s Advisor Services platform for custody and trade execution.

To learn more about the advisors currently working at SIP Financial Services, 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
Lanny Rosenbaum	Glenville, NY	4

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support