Snow Financial Management, LLC is an independently managed SEC registered investment adviser, working with clients since 1997. The firm is located in Long Island, NY and serves clients across the country.

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Our mission is to provide an excellent client experience by delivering quality investment management services and by building meaningful relationships based on integrity, trust and confidence. To this end we provide customized investment portfolios that are based on the goals and needs of each client. Depending on suitability, portfolios can range from a short-term bond/ income generation strategy to a long-term stock focus.

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We do not receive commissions from third-parties and we never get paid to sell investment products. We are compensated only by clients. We are fiduciaries and are required to act in your best interest. We believe this model reduces conflicts of interest and allows us to provide you with the most objective advice.

 

We will always be available to discuss your questions and concerns and pride ourselves on being responsive to client communications