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

33 Certified Advisor Reviews™
Rate this Advisor

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

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

Five Stars

✅ Wealthtender Certified Advisor Review™
Dec 7, 2023
Phil is accessible, thoughtful, up to date with his knowledge, and has integrity.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Matthew
Matthew

Five Stars

✅ Wealthtender Certified Advisor Review™
Nov 30, 2023
Very professional and considerate. I feel that he has been very consistent with my investments.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Paul
Paul

Five Stars

✅ Wealthtender Certified Advisor Review™
Nov 27, 2023
Phil pays attention to what's important to us so we don't have to. Phil looks at the complete picture of our financial situation against our goals and the economic environment.Phil is not judgmental based on orientation. Phil looks out for our best interests.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Marcy
Marcy

Five Stars

✅ Wealthtender Certified Advisor Review™
Nov 27, 2023
My advisor seeks to understand my goals and risk tolerance when making recommendations for my investment portfolio. He is passionate about his field and stays abreast of what is happening in the industry. He has indepth analytical ability and goes out of his way to present data to me in a meaningful and easy to understand format. When I have questions regarding topics not directly related to my investments, for example long term care insurance, he seeks out experts for consultation and advice. I always feel that he is advising me with my best interests as his number one priority.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jane
Jane

Five Stars

✅ Wealthtender Certified Advisor Review™
Nov 21, 2023
Good advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Richard
Richard

Five Stars

✅ Wealthtender Certified Advisor Review™
Nov 6, 2023
.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mary
Mary

Four Stars

✅ Wealthtender Certified Advisor Review™
Nov 2, 2023
.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ernie
Ernie

Five Stars

✅ Wealthtender Certified Advisor Review™
Oct 26, 2023
Solid investment based on my desires. Some what aggressive.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Albert
Albert

Five Stars

✅ Wealthtender Certified Advisor Review™
Oct 18, 2023
Mr Snyder's manner and knowledge lend to a great trust in his actions on my behalf. Phil is an exceptional person. I have been with him since he went on his own and have never regretted my decision.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Floyd
Floyd

Five Stars

✅ Wealthtender Certified Advisor Review™
Oct 18, 2023
If you can find a good fiduciary to help you manage your investments and consider your spending plans in retirement you won’t regret it. I recommend Phil Snyder and his team heartily to couples and singles approaching this stage of life. I hired Phil before my husband died and as a couple we did the detailed budget activity that was relevant to our lives together. Phil’s associate Brody and Brody’s team deepened my work with Phil and helped me realize that hiring Phil was a good decision. When my husband died from Covid unexpectedly, I knew these advisors would help me consider any needed modifications to my full retirement financial plans as my life as a new widow unfolded. Fortunately, I am doing well, and despite the ups and downs of the investment universe we live with today, I am diversified and sleep well, knowing I’m doing the best I can because of the support of a dedicated professional fiduciary like Phil Snyder and his team.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jane
Jane

Five Stars

✅ Wealthtender Certified Advisor Review™
Feb 2, 2022
He is looking out for my personal situation regarding my kids, mother, and my finances so I can relax in my investments and enjoy a stress-free retirement at least from a financial aspect, also in the event of my death he said agreed to make sure my assets are properly distributed to the kids. Easy to deal with, stays on top of markets and products and makes needed portfolio adjustments as deemed appropriate, great guy very personable and trustworthy.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Charlie
Charlie

Five Stars

✅ Wealthtender Certified Advisor Review™
Jan 29, 2022
I will have Mr. Snyder talk to my children and advise them. he g=has hit on every service and is doing better than my expectations.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Philip
Philip

Four Stars

✅ Wealthtender Certified Advisor Review™
Jan 29, 2022
Seek out proven advisors. I’ve only been in the advisors service under a year.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Frederick
Frederick

Five Stars

✅ Wealthtender Certified Advisor Review™
Jan 29, 2022
He takes all facets of our lives into consideration. Very considerate of our personal situation and supportive. Takes all aspects into account. Is assertive, though not high pressured. Making money on or money and has consolidated our assets into a manageable group. A true joy to work with.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Marcy
Marcy

Five Stars

✅ Wealthtender Certified Advisor Review™
Jan 29, 2022
He reviews my retirement accounts. See him for retirement advice. He has done a great job for my family.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Heather
Heather

Five Stars

✅ Wealthtender Certified Advisor Review™
Jan 29, 2022
Good guy, does a good job.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Richard
Richard

Five Stars

✅ Wealthtender Certified Advisor Review™
Jan 28, 2022
Managed my 401k. Recommend to friends.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Albert
Albert

Five Stars

✅ Wealthtender Certified Advisor Review™
Jan 28, 2022
Manages my assets based on the risks I’m comfortable taking. What I do share is how he’s the best. Smart. Attentive. Knowledgable. Tailors based on risk acceptance and includes in conversations about decisions.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for N.C.
N.C.

Five Stars

✅ Wealthtender Certified Advisor Review™
Jan 28, 2022
When we began working together, Phil’s incorporated engaging analysis tools that helped me think about my investment risk tolerance in new ways. His team includes a brilliant professional who helped me reflect on how I will spend money in retirement. He offered important data about some of my expenses I had never considered. The process was very helpful. Phil and his team made me smarter and more confident about my financial future. Are you guessing about which funds to choose for your future retirement like I did for decades? Are you scared to choose a financial planner because you are afraid his/her interests are going to take precedence over yours? Phil Snyder is a fiduciary and he and his team are honest and know how to help you. I wish I had started sooner! Phil and his team are terrific. They guided me thoughtfully as Covid convinced me to set things up to retire at 68, a bit sooner than planned. Then my husband died suddenly one year later. Phil and his team were a comfort helping me revise my financial plans for a future on my own. He has my trust and I am grateful for his honesty and financial planning and investment wisdom.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jane
Jane

Five Stars

✅ Wealthtender Certified Advisor Review™
Jan 28, 2022
Phil has my best interests in mind for my financial plan. Very happy with Phil, he's been my advisor for 15 years.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Carol
Carol

Five Stars

✅ Wealthtender Certified Advisor Review™
Jan 27, 2022
I believe Phil is very good at what he does. He is professional, personable and competent. I have recommended him to others.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for David
David

Five Stars

✅ Wealthtender Certified Advisor Review™
Jan 27, 2022
Looks at the big picture, advisor benefits as the portfolio grows too so it’s in their interest. Balances assets for protection. Balancing cash at hand, paying down debt, and saving at an aggressive rate.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Matthew
Matthew

Five Stars

✅ Wealthtender Certified Advisor Review™
Jan 27, 2022
.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Erin
Erin

Five Stars

✅ Wealthtender Certified Advisor Review™
Jan 27, 2022
Mainly used my risk tolerance to set up a portfolio. Works by by my tolerance level. Works to ensure that you are comfortable with the best mix of stocks and bonds.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ronald
Ronald

Five Stars

✅ Wealthtender Certified Advisor Review™
Jan 27, 2022
Phil has done a magnificent job managing my assets. I have complete trust that Phil is managing my accounts with my best interests in mind.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Floyd
Floyd

Five Stars

✅ Wealthtender Certified Advisor Review™
Jan 27, 2022
Very honest, approachable, friendly. Very trustworthy.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Robert
Robert

Five Stars

✅ Wealthtender Certified Advisor Review™
Jan 27, 2022
Regarding my wife's and my status as public school employees, we have a defined benefit pension. For our retirement, we met with Phil to discuss long term investment and spending goals and tailored a plan to account for our future. Honest, knowledgeable, friendly, and he's been making us money for a long time
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for James
James

Five Stars

✅ Wealthtender Certified Advisor Review™
Jan 27, 2022
Advisor is very knowledgeable and personable. Targeting desired risk for various accounts. He has made successful recommendations within my risk tolerance.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Philip
Philip

Five Stars

✅ Wealthtender Certified Advisor Review™
Nov 6, 2019
.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Roslyn
Roslyn

Five Stars

✅ Wealthtender Certified Advisor Review™
Nov 6, 2019
.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Susan
Susan

Five Stars

✅ Wealthtender Certified Advisor Review™
Nov 6, 2019
.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jeff
Jeff

Five Stars

✅ Wealthtender Certified Advisor Review™
Nov 6, 2019
.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Charles
Charles

Five Stars

✅ Wealthtender Certified Advisor Review™
Nov 6, 2019
.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Susan
Susan