A complete list of active advisors currently associated with Snyder Wealth Group

Warmer can help you find a great advisor at Snyder Wealth Group or one who fits your needs even better.

Snyder Wealth Group provides discretionary investment advisory services and limited retirement planning and pension consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers services on both wrap-fee and non-wrap-fee bases and participates in sponsored wealth management platforms, including the Vision2020 program and wrap fee arrangements administered through Osaic Wealth, Inc., as disclosed in its ADV. The firm implements asset-allocation strategies informed by risk-tolerance questionnaires and portfolio-optimization tools, managing portfolios that include mutual funds, ETFs, individual equities, fixed income, options and variable annuity subaccounts. Snyder also uses SMA and UMA structures and may engage independent third-party managers, with ongoing discretionary rebalancing and supervision described in its ADV materials. Compared with many peers, Snyder oversees roughly $382 million in assets and supports nearly 600 client relationships across a six-advisor team, a client load per advisor the firm highlights as higher than typical for similarly sized team practices. The ADV also discloses affiliations with Osaic and receipt of occasional mutual fund-sponsored support, and it notes that participation in sponsored wrap programs limits the firm’s ability to negotiate commissions or seek alternative clearing arrangements.

To learn more about the advisors currently working at Snyder Wealth Group, 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.