Philip Snyder, CFA
Financial Clarity for a Confident Tomorrow
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Snyder Asset Management, LLC
Philip Snyder, CFA
Timonium, MD
Serving Clients Nationwide
Financial Clarity for a Confident Tomorrow
Areas of Focus
- Cash Flow
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
About Me
Philip Snyder, CFA 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.
He also 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)
Affiliations
- The AGC
Primary Location
1300 York Rd # 110, Timonium, MD 21093, United States
Video
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 introductory 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.
Aligning Your Life Plans with Your Wealth Picture Through:
✔️Holistic Support: By connecting with your current circle of professionals or referring you to ours, we work with attorneys, accountants and others to develop & implement your plan.
✔️Tailored Strategies: We understand that your situation is unique. Our process enables us to create made-just-for-you solutions based on your distinct circumstances.
✔️Ongoing Relationship: We’re here for both the big and small financial decisions that you may face, walking you through all of your options to identify the right path for your goals.
Fuel Your Life With Strategic Investing: We understand the impact that your money can have on your life and your family, which is why adhere to a strong fiduciary role and only recommend solutions that are in your best interest. This means we create personalized investment strategies that match up with your life and needs. We're committed to helping you remain on a path of financial health.
Our Approach to Investment Management Is:
🎯 Goals-Based: We construct portfolios that are designed to meet return objectives for your specific intermediate & long-term objectives rather than an arbitrary benchmark.
🎓 Educational: As humans, we’re driven to make decisions based on emotions. We strive to minimize this from affecting your investments by helping you make data-driven decisions instead.
We'll Design a Portfolio Tailored to Your Unique Ambitions. Our Portfolios...
✔️Are diversified & combine low-fee & actively managed mutual funds
✔️Include individual equities & alternative investments
✔️Target steady growth and stability
Education
Hofstra University Bachelor of Arts Degree- Business Management
Volunteer Experience
Outside of work, Philip is an active volunteer at Baltimore Animal Rescue and Care Shelter (BARCS).
Hobbies and Interests
- Animal Rescue
- Eating Out
- Exercising
- Family
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Divorce
- Gen X
- Gen Y / Millennials
- Physicians
- Widow
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