Silver Edge Financial Group

Silver Edge Financial Group

Howard Silver launched his financial advisory practice after more than two decades starting, scaling, and selling companies — a string of exits spanning a snowboard mail-order business and a high-end salon. Today Silver Edge operates as a hybrid RIA, with its advisors registered through LPL Financial and supported by NewEdge Advisors for infrastructure. The firm's website emphasizes estate planning, retirement, and customized portfolio construction, but the about page reveals deeper institutional muscle: the team actively evaluates hedge-fund managers, private-equity firms, and directional managers, selecting exposures after proprietary due diligence rather than from a standard product shelf. Silver Edge does not manage a single pooled fund. Instead it sources individual exposures across public equities, fixed income, hedge funds, private equity, and real estate. The firm states it works with hundreds of managers, screening for arbitrage opportunities — including mispriced mutual-fund wrapper trades — in addition to direct allocations. Justin Sheinbaum, a CPA and CFA charterholder on the advisory team, directly oversees alternative-investment diligencing; prior to joining he was head of acquisitions for a single-family office in Jupiter and a credit-team member at a private REIT with funds exceeding $10 billion (per firm website). The team's known footprint centers on Florida, though it serves clients across the United States. Six named professionals operate from an office on West Indiantown Road. Beyond Silver, Xiong, and Sheinbaum, the group includes paralegal-trained Ruby Pierce for estate-plan documentation and Michael Bass, a University of Pennsylvania graduate with a background in private-equity fundraising for healthcare and biotech. Silver Edge receives operational and compliance support from NewEdge Advisors, the RIA umbrella, while brokerage services flow through LPL Financial. No dedicated philanthropic vehicle or adjacent operating company is disclosed, though the firm's literature stresses fiduciary capacity and fee transparency. Most wealth managers in Silver Edge's weight class default to asset-gathering through model portfolios. Silver Edge's structural difference lies in its applied-alternatives function — an in-house due-diligence capability normally seen inside family offices of considerably larger scale. The firm explicitly markets itself against 'plug and play' competitors and appears willing to pass on assets when a client's expectation is low-cost indexing rather than actively sourced, off-benchmark exposures.