WHO WE ARE
At Silverman LeGate Advisory Group, LLC, our mission is to earn your trust and friendship while delivering fully individualized financial strategies. As every person and situation are different we strive to find out what you value most in life and diligently pursue those goals. This type of custom service can only be accomplished by establishing close relationships. We limit the number of people with whom we work to enable us to provide you and your family with the time and attention you deserve.
Our team takes the time to learn about you and your family’s needs, goals and dreams. In addition, we assume the role of “head coach” as we navigate areas of concern throughout the planning process. We are committed to taking care of you and will carefully work through the rough spots you encounter in life by drawing on our 50 plus years of combined experience.
We understand one of the most important decisions you make in life is to select a trusted and qualified advisor to help you make wise decisions with your money. As an independent advisor, we have the freedom to offer products and services that fit individual needs. We partner with LPL Financial, the largest independent broker-dealer in the United States*, and have access to their abundant resources and support. Our primary focus is on you, the client, and we look forward to sharing our passion and dedication with you.
*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.
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