SALEM ADVISORY GROUP LLC

Overview

Salem Advisory Group LLC is an owner-operated independent registered investment advisor serving individual and family clients, with a business model built around percentage-of-AUM fees. The firm’s advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Investment posture is equity-oriented: the firm shows a clear preference for exchange-traded equities as the principal vehicle for client portfolios, while also integrating fixed-income and insurance solutions where appropriate. Investment activity is driven by discretionary mandate: the advisor manages client assets directly and blends publicly traded vehicles (equities, ETFs, mutual funds) with corporate debt and annuity positions for income and liability management. Salem Advisory Group does not identify as an active ESG investor. The firm also maintains a relationship with an insurance company to support annuity and insurance-based strategies.

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Location & Offices