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As life evolves—whether through career growth, family changes, or new responsibilities—you may start to wonder if you’re making the most of your finances. It might be time to consider a working with a financial professional or advisor if you’re feeling overwhelmed, managing more complex finances, planning for a major goal, or simply don’t have the time to do it all on your own.
If you’ve never worked with a Financial Professional or Advisor, it’s natural to have questions about cost and value. Fee structures vary—some are fee-only (flat, hourly, or based on Assets Under Management [AUM]), some commission-based, and some a mix.
We tailor our approach to your needs, though most of our clients find the AUM-based model to be the best fit.
We don’t require a minimum investment to work with us. Some clients come to us simply looking for financial planning, even if they’re not ready to invest yet—and that’s perfectly okay. We’re equipped to serve accounts of all sizes while maintaining a high standard of care and service.
Silver Leaf was established in 2010 and is built on nearly 70 years of combined experience in financial advising.
We’re committed to providing at least one formal review with each client every year. That said, during times of financial change, stress, or uncertainty, we’re available to meet more frequently. Our level of contact is guided by your needs—we’re here when you need us and move at a pace that works for you.
As of May 15, 2025, our firm manages $195 million in Assets Under Management (AUM) and oversees an additional $248 million in Assets Under Administration (AUA), for a total of $443 million.
As stated above our firm’s total AUM is $195 million. This number reflects the market value of all investments our advisors manage through MML Investors Services, LLC managed account programs. This value will fluctuate based on changes in market conditions, inflows and outflows of client monies, and other factors, and does not reflect the impact of fees, expenses, or taxes that may apply to the purchase, redemption, or transfer of underlying investments or accounts. MML Investors Services, LLC is a registered investment adviser.
As stated above our firm’s total AUA is $443 million. This number reflects the market value of non-advisory investment programs and accounts offered through our registered representatives of MML Investors Services, LLC, in its capacity as a broker/dealer. This also includes the annuity contract values and life insurance cash values of insurance products sold or services by insurance agents/brokers associated with our firm. This value will fluctuate based on changes in market conditions, inflows and outflows of client monies, and other factors, and does not reflect the impact of fees, expenses, or taxes that may apply to the purchase, redemption, or transfer of underlying investments, accounts, contracts, or policies. MML Investors Services, LLC is a broker/dealer, Member SIPC. Annuity and Life Insurance values may be associated with various insurance carriers.
As of January 1, 2025, more than 1,500 households—including individuals, couples, and families—trust us to help manage their investments and guide their financial planning. We’re proud to support such a diverse and growing community.
We work with MML Investors Services, LLC, a well-respected broker-dealer and registered investment adviser, to help manage your financial needs. Your brokerage accounts are held with National Financial Services, LLC, which is part of Fidelity Investments and known for its strong reputation and secure platform.
To give you more investment options, we also team up with outside portfolio managers. These third-party firms help build and manage your investments, using NFS or Fidelity to safely hold your accounts. This setup allows us to offer personalized service backed by trusted industry partners.
Please contact our office, and we’ll provide you with a temporary login so you can reset your password.
Tax form availability dates can vary each year, so feel free to call our office and we’ll be happy to check when they’ll be ready for you.
We can mail, email, or print your tax forms for in-office pickup—whichever you prefer. Some tax forms are also available through Investor360°.