Photo of a yacht sailing on the ocean

The Wealth Management Team

Our partners have decades of experience in financial planning and they continually upgrade and enhance that experience through a rigorous program of continuing education conferences and coursework.

Our Disciplined Approach

The Five-Step Process:
Thorough, Responsive, Interactive

From our initial meeting, we work closely with you through every step to chart a course toward financial freedom that is suited to your particular requirements.

1. Identify and Prioritize

We meet with you personally to learn about you and your family which enables us to assess your current needs, risk tolerance and future goals.

2. Analyze and Evaluate

Once we make a detailed analysis of your finances, we then determine how to establish suitable long-term objectives.

3. Strategize and Develop

We develop a selection of appropriate strategies and offer recommendations that are aligned with your vision.

4. Activate and Implement

After careful consideration, you select the proper approach to take, and we put your personalized plan into action.

5. Monitor and Adjust

We observe and analyze your changing situation and measure how it relates to your established goals.

The Ideal Balance in a Financial Specialist

Through our partnership with LPL Financial, the nation's largest independent broker/dealer,* we bring you the research, technology, compliance and legal support a company of that size and scope can provide. And with our committed local advisory team, we are small enough to get to know and understand your needs on a personal level.

* As reported by Financial Planning magazine, June 1996–2015, based on total revenue.

Our Promise to You

As a Snider Financial Group client, you can be confident we will:

  • Listen to you attentively
  • Communicate with you honestly and effectively
  • Treat you with the utmost care, courtesy and respect

Our Mission

Our mission is to provide you financial confidence using innovative strategies, while providing you a personal experience, all of which surpass your expectations.

Financial Confidence

Enjoy the confidence that comes from having a professional wealth management team manage your finances. We hope to build your confidence and free up your time, so you can focus on your other goals and joys in life.

Innovative Strategies

Together we create an innovative investment strategy to address your current or future investment income goals. We use state of the art wealth management technology and a network of professionals to help you.

Personal Experience

Our staff is committed to personalizing the SFG experience. We are here to serve you and to answer any questions you may have.

Surpass Expectations

We strive to go above and beyond your expectations in the level of service we provide.

Complete Wealth Management System

The Wealth Management System is our way of providing you a simple way to track every part of your finances.

  • View all your financial information and records in one place at any time from anywhere in the world.
  • View your latest Net Worth, Balance Sheet, Cash Flow, and other report information instantly.
  • Store your important financial, legal, and personal documents in your own secured Vault.
  • Review a dynamic report of your complete financial picture.