Severn Financial Advisors, LLC
Our firm is a unique group of investment advisors. We are an independent advisory firm without the encumbrances of a large Wall Street firm. You will receive objective advice unblemished by the conflicts of interest that have plagued Wall Street firms for generations. We are free to recommend the best financial tools to meet your individual goals.
Welcome to Severn Financial Advisors, LLC We are here to help you manage your money and achieve your financial goals. Our firm is a unique group of investment advisors. We are an independent advisory firm without the encumbrances of a large Wall Street firm. You will receive objective advice unblemished by the conflicts of interest that have plagued Wall Street firms for generations. We are free to recommend the best financial tools to meet your individual goals. At our firm, every relationship is important to us. Our staff understands that our clients expect exceptional service and we strive to provide just that. We rely heavily on referrals from within our community to help our business grow; therefore, every client is treated with the utmost respect and dignity regardless of the size of their portfolio. At Severn Financial Advisors, LLC, It’s All About You As a financial planning firm, we offer you service that is personal, private, and exclusive. We aspire to have only a limited number of clients but to provide personal service to every one of them. We honor our relationship with you by providing customer service and attention you will not find elsewhere. We take the time to understand your goals in life and how you feel about your money. We can advise you on all your financial affairs—investing, retirement, estate planning, insurance, and other issues—or design a plan to address a single aspect of your finances. Your financial plan shows you what you need to do to fund your goals in life. Your portfolio is tailored to your goals and your ability to withstand market losses. Investments are monitored and you receive reports quarterly about performance. You will understand everything we do for you—your investments, fees, and financial plans. As a privately-held independent advisory firm, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you. Our Services Financial Planning Risk Management/Insurance Planning Retirement Planning – Including Company Retirement Plans Investment Management Education Planning Tax Planning Business Succession and Key Person Planning Estate Planning
Address: 1610 West Street, Suite 105, Annapolis, MD 21401, USA
Phone: +1 410 266 7100
FAX: +1 410 974 8272
