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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-30-2001
- Office Locations
- 2
Office Locations
About Snider Financial Group
Snider Financial Group is an independent, fiduciary wealth management and holistic financial planning firm serving individuals and families with goals-based advice across retirement, tax, estate, and insurance planning. Portfolios are built and monitored through a five-step planning process with an ETF-led allocation approach. The team is aligned with LPL Financial for institutional research, technology, and compliance support, and takes on only a limited number of new clients each year.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MONTE LEE SNIDER
Financial Advisor, President
- CRD
- #2244934
- Ownership
- 75% or more
HEATHER LYNN BUSH
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CHRISTOPHER EARL BOISJOLIE
Client Service Associate
- CRD
- #6951595
craig anthony chucka
Owner
- CRD
- #7217587
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $549,695,384 | $356,251 |
| Non-Discretionary | $0 | -- |
| Total | $549,695,384 | $356,251 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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