Silver Maple Financial, LLC

Overview

Silver Maple Financial, LLC is an independent registered investment adviser focused on financial planning and portfolio management for individual and family clients, including small business owners. The firm operates primarily as a non-discretionary advisor: its $19.3M in reported assets are listed as non-discretionary, indicating that clients retain trading authority while the adviser provides recommendations, plan construction, and ongoing monitoring. Investment activity centers on equity exposure, with a clear preference for exchange-traded equities. The firm combines fee models — percentage of AUM, hourly charges and fixed fees — to serve a relatively small client base. Silver Maple Financial, LLC does not identify as an active ESG investor and is not positioned as a capital allocator or pension consultant. Its advisory scope is straightforward: financial planning and portfolio management tailored to individuals and families.

Assets & Accounts

Public Holdings

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Location & Offices