A complete list of active advisors currently associated with Snavely Associates Financial Services

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

Snavely Associates Financial Services provides financial planning, asset-allocation advice, and portfolio management primarily for individual clients, including high-net-worth households, as well as trusts, estates, and other entities. The firm offers ongoing advisory services and constructs investment portfolios using stocks, ETFs, mutual funds, bonds, and CDs. The firm delivers its portfolio management on a non-discretionary basis: it develops investment strategies, monitors and rebalances accounts, but requires client approval prior to executing transactions. Its investment process draws on fundamental analysis and employs both long- and short-term purchases, with tax considerations addressed but not prioritized as a primary investment objective. Notably, Snavely reports approximately $182.57 million in assets under management that are handled non-discretionarily, a practice that is uncommon among peer firms of this type. Advisors at the firm are also licensed insurance agents who may recommend annuities and other insurance products for commission, and the firm does not vote client proxies or aggregate multiple client orders, which can affect execution and governance outcomes.

To learn more about the advisors currently working at Snavely Associates 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.