SR Financial Services, Inc.

Overview

SR Financial Services, Inc. is an independent registered investment adviser operating as a small, client-focused practice that combines accounting services with wealth management. The firm serves individuals and families and offers financial planning and portfolio management tailored to individuals and small businesses. Its fee model mixes percentage-of-AUM pricing with hourly charges, indicating work that ranges from ongoing investment oversight to project-based planning and tax-aware advisory engagement. Investment posture is conservative-to-moderate with a stated preference for fixed-income exposure, while the largest single asset bucket is non-exchange traded equities. That mix suggests the firm balances liquidity and income-oriented instruments with selective private or illiquid equity positions, likely chosen to augment returns or provide concentrated, client-specific holdings. Active ESG investing is not part of the firm’s stated approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices