SS&H Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$459,859,817
Clients
113
Advisors
2
of 2 employees
About
SS&H Financial Advisors, Inc. is an SEC-registered, independently owned investment adviser that provides portfolio management and financial advisory services to individuals, trusts, charitable organizations and foundations and generally works with clients who have at least $350,000 available for investment. As of December 31, 2025, the firm reported $482,168,834 in assets under management across 252 accounts.
The firm emphasizes establishing realistic investment objectives and ongoing risk management, using both fundamental and technical analysis to manage portfolios across common stocks, preferreds, corporate and government debt, mutual funds, ETFs, ADRs, REITs and other publicly traded securities. Most client relationships are managed on a discretionary basis — $463,150,060 of the firm’s assets were discretionary as of December 31, 2025 — and clients receive quarterly reports and periodic reviews.
Distinctive features noted in the brochure include a small advisory team managing substantial AUM and a disclosed 2019 merger with another SEC-registered adviser. The firm also relies solely on client referrals, discloses that it does not accept outside compensation or soft-dollar arrangements, does not charge performance-based fees, maintains a written Code of Ethics with personal trading monitoring, offers proxy-voting under a formal policy, and recommends custodians with an emphasis on low costs (including Charles Schwab Advisor Services).
Client services
Expertise
Fee options
$0 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001+: 0.80%
Hourly fee charged from time to time (specific rates not stated)
Account minimum: $350,000
Main office
50 W Big Beaver Rd Suite 225
Troy MI 48084
Advisors at this office
2
Most active in
Florida · Illinois · Michigan · Montana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Robert S
Series 65
Troy, MI
SS&H Financial Advisors, Inc.
Robert Sinnaeve is a financial advisor with SS&H Financial Advisors, Inc., holding a Series 65 designation and 16 years of industry experience. He has been with SS&H Financial Advisors since 1992. SS&H Financial Advisors, Inc. is an independently owned SEC-registered investment adviser that provides portfolio management and financial advisory services to individuals, trusts, charitable organizations, and foundations, typically serving clients with a minimum of $350,000 in investable assets. The firm emphasizes realistic investment objectives and risk management, utilizing both fundamental and technical analysis across a broad range of publicly traded securities.
Gerald D
CFA®, Series 63
Troy, MI
SS&H Financial Advisors, Inc.
Gerald Dehondt is a CFA® charterholder with 16 years of industry experience. He has worked at SS&H Financial Advisors, Inc. since 2019 and previously spent 15 years at Jerrmar Capital Management, Inc. He holds a Series 63 license. SS&H Financial Advisors, Inc. is an independently owned SEC-registered investment adviser that serves individuals, trusts, charitable organizations, and foundations, generally with at least $350,000 available for investment. The firm focuses on realistic investment objectives and risk management, utilizing fundamental and technical analysis to manage diversified portfolios on a primarily discretionary basis.
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