A complete list of active advisors currently associated with Snyder Asset Management, LLC

Warmer can help you find a great advisor at Snyder Asset Management, LLC or one who fits your needs even better.

Snyder Asset Management is a solo registered investment adviser that offers customized wealth management and comprehensive financial planning primarily for individuals, including high-net-worth clients. The firm provides discretionary portfolio management and may engage independent third-party financial planning consultants to assist with plan preparation and analysis. Snyder’s investment approach is generally long-term focused, using a mix of fundamental and technical analysis to construct diversified portfolios that typically emphasize low-cost mutual funds and ETFs while also permitting individual stocks, bonds, and alternative investments when appropriate. Portfolios are managed on a discretionary basis, supported by cash flow modeling, retirement projections, and periodic (at least annual) reviews; the firm also uses third-party tax-analysis tools as part of its planning work. The firm’s brochure highlights retirement-related services such as retirement projections, required minimum distribution planning, and tax-efficiency analyses, and discloses use of third-party tax analysis software and independent consultants to support planning. Those capabilities, together with the firm’s reported inclusion of pension or profit-sharing plan clients, are less common for a solo independent adviser and help distinguish Snyder from many peers.

To learn more about the advisors currently working at Snyder Asset Management, LLC, 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
Philip Snyder profile photo Philip Snyder
Hunt Valley, MD
20
Warmer team member

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