Silver Accounting Service Inc. Dba Silver Financial Service

Overview

Silver Accounting Service Inc. dba Silver Financial Service is a small, accountant-led registered investment adviser that serves individuals and families. The firm combines financial planning and portfolio management for individuals and small businesses with educational seminars and workshops, indicating a client-focused, advisory practice that blends tax/accounting perspectives with investment advice. It is structured as an independent RIA and does not operate as a capital allocator—meaning it does not build or manage private funds on its own—but it will place client capital with third‑party managers when appropriate. The firm’s stated fee model is flexible: a mix of percentage-of-AUM, hourly charges and fixed fees, which suits clients who want either ongoing portfolio management or project-based planning and accounting work. Silver Financial Service is not positioned as an ESG-driven or multi-state adviser; its activity set is concentrated and tailored to a domestic, individual-and-family client base.

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Location & Offices