SNYDER WEALTH GROUP

Overview

Snyder Wealth Group is an independent, owner-operated registered investment adviser founded and SEC-registered in 1991. The firm acts as a capital allocator for a mixed client base of individuals, families and institutions. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses and larger business or institutional clients, and it also selects and oversees third-party managers on clients’ behalf. Fee arrangements are flexible and include percentage-of-AUM, hourly and fixed-fee engagements. Investment implementation is anchored in public funds and mutual funds as the primary building blocks of client portfolios, supplemented by separate managed accounts and selected third-party managers. The firm reports an active ESG posture and uses Pershing LLC as its primary custodian, which supports access to public equities, fixed income, mutual funds, ETFs and managed account platforms. Snyder Wealth Group describes itself as a capital allocator, indicating it both constructs in-house portfolios and outsources portions of management to external advisers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices