Silver Maple Financial, LLC

Overview

Silver Maple Financial, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management geared toward retail and small-business clients. Its fee model is a mix of percentage-of-AUM billing alongside hourly and fixed-fee engagements. The adviser operates primarily in a non-discretionary capacity and does not present itself as a capital allocator. Silver Maple does not identify as an active ESG investor and is not structured as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives