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Severn Financial Advisors
Severn Financial Solutions provides comprehensive financial planning that accounts for all facets of a client's financial situation rather than using...
Overview
Severn Financial Solutions provides comprehensive financial planning that accounts for all facets of a client's financial situation rather than using cookie-cutter plans. The firm was founded in 2008 to deliver quality attention and personalized services and to better coordinate tax and investment work for clients. It emphasizes long-lasting, relationship-based client relationships built on trust and confidence and does not impose an asset minimum.
General information
Firm type
RIA
Year founded
2008
Location
Region
North America
Country
United States
City
Annapolis
Corporate office
Annapolis, MD, United States
Principals
Michael Calabrese
CFP®, MBA, EA — owner and operator
Nicholas Voyton
Wealth Advisor, CPA
Michelle Heroux
EA — Operations Manager
Derek Merrell — Administrative Assistant
Erin Calabrese
MSW — Administrative Assistant
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