Countryside Financial LLC

Overview

Countryside Financial LLC is an independent registered investment adviser that serves individual and family clients. The firm is organized as a limited liability company and is listed as SEC-registered in 2025. Its ownership is a mix of a domestic entity and an individual. Countryside combines traditional advisory services—financial planning and portfolio management for individuals and small businesses—with insurance brokerage capabilities. The firm charges fees on a mix of percentage-of-AUM, hourly, and fixed-fee bases. It does not identify as a multi-state adviser or an active ESG investor, and it is not structured as a capital allocator or a pension consultant. Services are oriented toward private clients rather than institutions or related adviser arrangements.

Assets & Accounts

Investments & Alternatives