Philip Snyder, CFA

Wealth Guidance for Near or In Retirement, Business Owners, Widows & Physicians

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Snyder Asset Management Philip Snyder, CFA
Timonium, MD

Serving Clients Nationwide

Wealth Guidance for Near or In Retirement, Business Owners, Widows & Physicians

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

Philip is committed to providing his clients what the industry is lacking: a financial professional who can offer a high level of service while still working in their best interest. Establishing a wealth management office allows him to give advice that’s relevant to each individual, rather than a static strategy.

Prior to founding Snyder Asset Management, LLC., Philip worked as a financial advisor for a Fortune 500 company. He assisted clients with their comprehensive financial planning needs, ranging from cash flow analysis to retirement planning, as well as wealth management. He then worked as an investment consultant at a brokerage firm where he focused on recommending investment strategies to help clients pursue their financial goals.

Philip is a graduate of Hofstra University with a Bachelor of Arts in Business Management. He is a Chartered Financial Analyst Charterholder and a member of the Baltimore CFA Society.

Outside of work, Philip enjoys spending time with family, friends and his dogs (he has 4). Watching sports is another pastime of his—he’s a fan of the Ravens, Orioles and Terps. A few years ago, Philip joined a Crossfit Gym, which has been both fun and humbling.

Philip and his wife, Melanie, do their best to experience as many restaurants as possible in the Baltimore scene. Their favorite is the Food Market in Hampden.

Professional Designations

  • Chartered Financial Analyst (CFA)

Primary Location

1300 York Road, Ste. 110 Lutherville, MD 21093

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 15-minute call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Welcome to Snyder Asset Management. We provide wealth guidance to those near or in retirement, business owners, widows, and physicians.

As a fee-only Registered Investment Advisor (RIA), we work with individuals and families who are looking to partner with a dedicated expert towards their financial security. We offer comprehensive financial planning and investment management to coordinate every aspect of your wealth.

By collaborating with attorneys, accountants and more to create integrated strategies, we believe you have the best chance of achieving your life and wealth goals. Our process is always unbiased and entirely customized to develop the right solutions to grow, transfer and protect your wealth for years to come.

Here’s A Bit About What You Can Expect From Us:

✔️ Personalized Approach

We take great care to meet you exactly where you are in life and get you to a place of financial confidence.

✔️ Fiduciary Commitment

We’re not in the business of receiving commissions. Our services are fee-only, tailored to your needs—and always driven by integrity.

✔️ Creative Touch

We’re constantly reading up & learning more. Our passion also means we like to think outside of the box to solve your financial complexities.

✔️ Robust Network

By collaborating with our network and yours, we develop and implement solutions only after considering every angle & nuance of your situation.

Education

Hofstra University with a Bachelor of Arts in Business Management

Hobbies and Interests

  • Family
  • Sports
  • Working Out

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Living in Retirement
  • Physicians
  • Widow

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