SAUNDERS FINANCIAL LLC

Overview

Saunders Financial LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, with a focus on financial planning and portfolio management for individuals and small businesses. It combines advisory services with related business lines — operating as an insurance broker and maintaining a law-firm affiliation — which suggests clients can access insurance placement and legal-adjacent support alongside investment advice. On the investment side, the firm shows a clear tilt toward publicly traded equities rather than private illiquid positions. It charges fees based on a percentage of assets under management and also offers hourly billing for certain engagements. Saunders Financial does not position itself as an ESG-focused manager and is not organized as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices