A complete list of active advisors currently associated with SIP Financial Services
Warmer can help you find a great advisor at SIP Financial Services or one who fits your needs even better.
SIP Financial Services provides financial planning, portfolio management, and pension consulting to individuals as well as institutional clients, including pension and profit-sharing plans and charitable organizations. The firm discloses it offers plan-level services such as asset selection, investment monitoring, non-discretionary management of plan assets, and participant education in addition to individualized financial plans. Portfolio management is generally delivered on a non-discretionary basis, requiring client pre-approval for recommended transactions, although the firm has added a discretionary option and continues to provide continuous supervision and rebalancing. Investment analysis combines fundamental, technical, and cyclical methods and the firm may employ both long- and short-term strategies and instruments (including options, short sales, and margin) when appropriate to a client’s objectives. What is distinctive about SIP is its institutional and retirement-plan focus for a firm of its type: as of December 31, 2025 it reported $28,165,682 in client assets managed on a non-discretionary basis and explicitly markets pension consulting and plan-support services. The brochure also notes service to charitable organizations and that the firm transitioned to SEC registration after surpassing $25 million in regulatory assets under management.
To learn more about the advisors currently working at SIP Financial Services, 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.
Name |
Location |
Years of experience |
|---|---|---|
Glenville, NY
| 4
|
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