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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...
Severn Financial Advisors
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
Frequently asked questions
What is Severn Financial Advisors?
Severn Financial Advisors is a ria headquartered in Annapolis, United States.
When was Severn Financial Advisors founded?
Severn Financial Advisors was founded in 2008.
Where is Severn Financial Advisors headquartered?
Severn Financial Advisors is headquartered in Annapolis, United States, in the North America region.
What does Altss track for Severn Financial Advisors?
Altss maintains an OSINT-verified profile of Severn Financial Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Severn Financial Advisors's website?
Severn Financial Advisors's public website is severnfinancialadvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Severn Financial Advisors?
Severn Financial Advisors is classified by Altss as a RIA, operating from United States within the North America region.
How does Altss source intelligence on Severn Financial Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Severn Financial Advisors's Altss profile last updated?
Severn Financial Advisors's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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