Seiler & Associates, LLC

Seiler & Associates is an independent registered investment adviser that provides discretionary portfolio management and financial planning to individuals, families, small businesses and a limited number of institutional clients. The firm manages roughly $59.5 million for about 64 client relationships through a three-advisor team and offers both ongoing investment supervision and standalone financial planning engagements.

The firm’s investment approach is asset-class oriented and grounded in Modern Portfolio Theory, using broad global diversification, low-cost mutual funds and ETFs, periodic rebalancing, and tax-minimization techniques to pursue market-related returns while managing risk. Financial plans are incorporated into portfolio construction when appropriate, and planning services can be provided on an hourly or negotiated flat-fee basis and may be rolled into ongoing advisory relationships.

A notable distinction is the firm’s affiliation with a separate CPA practice that provides accounting, tax preparation and estate-planning services; the brochure discloses expected overlap of clients between the two businesses and that principals and staff spend substantial portions of their time on accounting work. The brochure also states that the CPA firm does not receive referral compensation and will not have signing authority over clients who receive advisory services, which reflects how the firm highlights coordination of tax and investment services while addressing potential conflicts.