Silverstone Financial LLC

Overview

Silverstone Financial LLC is an independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm combines traditional fee models — percentage of AUM plus hourly and fixed-fee engagements — with financial planning, portfolio management for individuals and small businesses, and pension consulting services. Silverstone positions public mutual funds as the core of client portfolios while integrating ESG considerations into its investment process. The firm is also active in alternative exposures, allocating to real estate and digital currency through third-party managers or funds. Business activity filings list the firm as engaged in other financial product sales, which suggests a willingness to use a mix of packaged investment products alongside bespoke advisory solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices