A complete list of active advisors currently associated with Severn Financial Advisors, LLC

Warmer can help you find a great advisor at Severn Financial Advisors, LLC or one who fits your needs even better.

Severn Financial Advisors, LLC provides financial planning and consulting services to individuals, families, businesses, trusts, and estates, delivering written or verbal plans tailored to each client's situation. The firm emphasizes a fact‑finding process and uses third‑party planning tools to develop recommendations on topics such as retirement, tax, estate, and cash‑flow planning. Advisory work typically involves multiple meetings to gather information and present a customized plan; the firm does not provide discretionary asset management or custody of client assets itself. Implementation of investment recommendations is offered through the advisory representatives in their separate capacity with an unaffiliated broker‑dealer/adviser, and clients may choose whether to use those implementation services. Compared with peers in the investment‑manager category, Severn’s pricing model is distinctive: it offers fixed‑fee and hourly planning engagements rather than charging fees based on a percentage of assets under management. The brochure also discloses the firm’s reliance on its representatives’ separate brokerage/advisory roles for implementation and associated conflicts of interest, and notes the firm does not accept custody or performance‑based fee arrangements.

To learn more about the advisors currently working at Severn Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.