Severn Financial Advisors, LLC

Overview

Severn Financial Advisors, LLC operates as a small, planning-focused advisory firm that bills clients through hourly and fixed fees rather than managing assets on a discretionary AUM basis. Its stated advisory activity is financial planning, and the firm does not present itself as a capital allocator or an active ESG investor. Investment implementation appears to lean on third-party products and managers rather than an in-house trading or portfolio-management platform. The firm lists real estate as the alternative category it uses, and it supplements client plans with mutual funds and annuities, indicating a hybrid approach that blends traditional pooled-product solutions with third-party alternative exposure.

Assets & Accounts

Investments & Alternatives

Location & Offices