Snider Financial Group

What Snider Financial Group does

Snider Financial Group (legal name: Snider Retirement Strategies, Inc.) is a boutique Registered Investment Advisor founded in 1992 and headquartered in Bellevue, Washington. The firm offers a suite of integrated wealth management services — Holistic Financial Planning, Investment Advisory, Tax & Estate Planning, and Insurance Solutions — delivered through a five-step process (Identify/Prioritize, Analyze/Evaluate, Strategize/Develop, Activate/Implement, Monitor/Adjust). It serves affluent individuals and families seeking personalized, multi-generational financial guidance, employing a selective client intake model to maintain high service quality.

The firm's underlying technology is the LPL Financial platform, which provides research, compliance, legal, and back-office infrastructure. Snider does not disclose proprietary technology, AI capabilities, APIs, or integrations. The team's size is 1-10 employees, including Owner Monte Snider, Advisor Sheldon Sweeney, in-house CPA Johnna Long, and Client Service Associate Destri Fite.

Revenue is generated through recurring investment advisory fees, billed annually, with fee levels determined individually based on client needs, AUM, and complexity. The firm operates a single-location, direct-sales, consultative GTM motion and does not publicly disclose pricing. Marketing is primarily community-based, supported by content marketing (blog, market commentary) and charitable partnerships. No funding rounds, M&A, or geographic expansion events are documented.

Name

Snider Financial Group

Legal name

Snider Retirement Strategies, Inc.

Website

https://sniderfinancialgroup.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

1–10 employees

Short description

Snider Financial Group is a boutique Registered Investment Advisor in Bellevue, WA, offering holistic financial planning, investment advisory, tax & estate planning, and insurance solutions to affluent individuals and families seeking personalized, multi-generational wealth management.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Financial planning services
• Investment advisory
• Wealth management
• Retirement planning
• Tax estate planning

Headquarters

HQ city

Bellevue

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Fees: The firm generates revenue through investment advisory fees for managing client wealth, providing financial planning, and related wealth management services. As a Registered Investment Advisor, they charge fees for fiduciary-based financial guidance.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Snider Financial Group is a boutique Registered Investment Advisor that delivers holistic financial planning to affluent individuals and families. Core offerings include Holistic Financial Planning, Investment Advisory, Tax & Estate Planning, and Insurance Solutions, all coordinated through a structured five-step process. The firm charges investment advisory fees, accepts a limited number of new clients annually, and leverages LPL Financial's broker/dealer platform for research, compliance, and back-office support.

Product overview

Snider Financial Group offers a suite of integrated financial services through its holistic financial planning framework. The core offering consists of Holistic Financial Planning, Investment Advisory, Tax & Estate Planning, and Insurance Solutions, all coordinated through a five-step process (Identify/Prioritize, Analyze/Evaluate, Strategize/Develop, Activate/Implement, Monitor/Adjust). Market Commentary is provided through their alignment with LPL Financial, the nation's largest independent broker/dealer, which supplies research and market insights. The firm operates as a Registered Investment Advisor providing wealth management services to private clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Holistic Financial Planning

Quantifiable outcome

• Event has grown to Bellevue's leading running event, attracting over 2,500 individuals and raising in excess of $140,000 each year
• +1 more outcomes

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• LPL FinancialcoreTechnology or IntegrationStrategic alignment with LPL Financial, the nation's largest independent broker/dealer. LPL provides research, technology, compliance support, and legal infrastructure. This partnership enables Snider Financial Group to access institutional-grade resources while maintaining the personalized service of a boutique advisory firm.
• All in for Autism (Bellevue Breakfast Rotary Club)minorOthersAnnual sponsorship of the All in for Autism 5K/10K Run/Walk event, Bellevue's leading running event attracting over 2,500 participants and raising $140,000+ annually. Proceeds support autism programs and Kindering intervention center. Advisor Sheldon Sweeney is an active BBRC member.
• American Foundation for Suicide Prevention (AFSP)minorOthersPartnership supporting mental health awareness and suicide prevention initiatives. Internally championed by in-house CPA Johnna Long. SFG provides financial backing and encourages education and advocacy initiatives.
• Vine Maple PlaceminorOthersSupport for organization dedicated to breaking the cycle of homelessness for single-parent families in South King County. SFG provides donations and volunteer time. Director of First Impressions Destri Fite was instrumental in establishing this partnership.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Moneta Group: Boutique-style RIA serving HNW individuals and families with holistic financial planning, investment advisory, tax, and estate services. Closest comparable in size, integrated-service philosophy, and HNW-only positioning.
• Savant Wealth Management: Mid-sized RIA offering holistic financial planning, investment advisory, tax, and estate services to HNW individuals and families. Similar integrated-service, fee-only fiduciary model with comparable client-retention focus.
• Plante Moran Financial Advisors: Mid-sized RIA affiliated with Plante Moran, serving HNW individuals and families with integrated financial planning, investment, tax, and estate services. Comparable service breadth and client segment.

Broad incumbents

• Mercer Advisors: National RIA providing financial planning, investment advisory, tax, and estate services to HNW households nationwide. Comparable holistic planning framework with much larger AUM and footprint.
• Carson Group (Carson Wealth): RIA platform and wealth management firm supporting independent advisors with technology, compliance, and research infrastructure — analogous to SFG's use of LPL Financial's platform. Similar holistic-planning, relationship-driven model targeting HNW families.
• Edelman Financial Engines: Large RIA providing financial planning, investment advisory, and wealth management to individuals and families. Comparable fiduciary, fee-based service model with holistic planning emphasis; significantly larger scale.
• Mariner Wealth Advisors: National RIA consolidator offering integrated financial planning, investment advisory, tax, and estate services to HNW individuals and families. Comparable holistic planning model; operates through advisor network rather than LPL affiliation.
• Corient: Large national RIA serving ultra-HNW and HNW clients with comprehensive wealth planning, investment advisory, and tax services. Comparable holistic fiduciary model; substantially larger scale and broader geographic reach.
• Creative Planning: Large, nationally recognized RIA offering holistic financial planning, investment advisory, tax and estate planning, and insurance solutions to affluent individuals and families. Comparable in service breadth and integrated planning approach, though substantially larger in headcount and AUM than Snider Financial Group.

Others

• Focus Financial Partners: RIA aggregator and partnership platform supporting independent wealth management firms with capital, technology, and operational infrastructure. Comparable as an exit/strategic pathway for boutique RIAs like SFG that may seek an acquirer or capital partner.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/snider-financial-group-wa

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Snider Financial Group