Snider Financial Group

Snider Financial Group provides personalized financial planning and ongoing investment management to individuals (including high-net-worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm operates as a nine‑advisor team managing roughly $500 million in regulatory assets for about 500 clients and offers both standalone planning engagements and continuing portfolio management.

The firm typically manages client accounts on a discretionary basis and employs a strategic asset allocation framework with a tactical overlay, using managed funds, ETFs, individual securities and alternative asset classes to build diversified portfolios. Snider Financial Group also makes use of third‑party sub‑advisors and several LPL‑sponsored advisory platforms, and it reviews and rebalances client accounts at least quarterly while supporting held‑away retirement account management through a third‑party platform.

Distinctive aspects of the firm include its role as general partner and investment manager to a private pooled vehicle (the Razor Fund), with attendant performance‑based compensation and the possibility of side‑letter arrangements disclosed in the offering documents. The firm is also affiliated with a separate tax/accounting business and has advisors who offer insurance products, maintains legacy participation in wrap‑style LPL accounts, and discloses arrangements to assist large clients with CPA and estate attorney costs—features that present potential conflicts and additional service options relative to many peers.