Silvestri Financial and Tax Advisors, Inc

Overview

Silvestri Financial and Tax Advisors, Inc. is an independent, privately owned RIA that combines advisory services with insurance brokerage capabilities. The firm serves both individual and family clients as well as institutional relationships, and positions itself as a capital allocator that can recommend or place assets with outside managers. Core services include financial planning, selection of other advisers, and educational seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is registered in Delaware, Maryland, and Pennsylvania and is organized as a corporation with individual ownership. Its business mix indicates a hybrid advisory/insurance model: it provides ongoing portfolio management and planning while also acting as an insurance broker and offering annuity solutions.

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Public Holdings

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Location & Offices