SPAHR FINANCIAL GROUP, LLC

Overview

Spahr Financial Group, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients and small businesses. The firm combines financial planning with portfolio management and also operates as an insurance broker, positioning itself to coordinate insurance solutions alongside investment advice. Fee arrangements are flexible — percentage of assets under management, hourly, and fixed-fee engagements are used depending on client needs. Investment activity shows a clear tilt toward public equity markets: exchange-traded equities make up the bulk of assets under management and are the primary vehicle for client portfolios. The adviser does not report acting as a capital allocator or pension consultant, and it is not identified as an active ESG investor. Client mandates are predominantly non-discretionary, which indicates Spahr Financial Group typically provides advice and implements strategies with client approval rather than full discretionary authority.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices