Saunders Financial LLC

Overview

Saunders Financial LLC is an independent, individually owned advisory firm organized as an LLC that focuses on serving individuals and families. The firm combines investment advisory work with adjacent activities: it provides financial planning and portfolio management for individuals and small businesses while also operating in insurance brokerage and maintaining affiliations with a law firm. Its client engagement model includes a mixture of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm is not positioned as a multi-state or institutional consultant; it reports no ESG investing emphasis and is not described as a capital allocator. Services appear geared toward private clients who need both investment management and ancillary insurance or legal-adjacent advice rather than large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives