Silver Strand Financial Planning

Overview

Silver Strand Financial Planning is a small, independent registered investment adviser serving individual and family clients. The firm positions itself as a capital allocator that emphasizes financial planning and discretionary portfolio management for individuals and small businesses, and it also advises clients on selecting outside advisers when specialized expertise is required. Fee arrangements are flexible—percentage of AUM, hourly, and fixed-fee engagement models are used depending on client needs. Investment preference is tilted toward equities: exchange-traded equities are the most-used asset type. The firm is not an active ESG investor and does not identify as a multi-state adviser. Its business model is boutique and hands-on, with most client relationships managed on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices