Silvestri Financial and Tax Advisors

Silvestri Financial and Tax Advisors

Silvestri Financial and Tax Advisors opened in 2015 as an independent registered investment advisor in Forest Hill, Maryland. President Brian Silvestri and Vincent Silvestri, CPA, built the firm around the premise that tax strategy and investment management should sit inside the same house, not with separate providers. The firm targets individuals and high-net-worth individuals, with a stated emphasis on clients approaching or already in retirement. The firm constructs customized portfolios across equities, fixed-income, and insurance-linked products, though it discloses no specific fund structures or named intermediate vehicles. Its independence means client capital is not directed into proprietary funds. Service lines span retirement planning, tax preparation, insurance analysis, and cash-flow budgeting. The geographic footprint concentrates on the Mid-Atlantic — the firm lists a single office on Cone Hill Court in Forest Hill — but the RIA structure permits client relationships beyond Maryland. No AUM, deployment figures, or team headcount are publicly reported. The Silvestri practice does not break out separate legal vehicles for family-office services, alternative investments, or philanthropic structures in available disclosures. The office operates Monday through Friday with Saturday appointments available, signaling a model built around a small, principals-led book of relationships rather than a scaled advisory platform. The structural differentiator is the CPA credential embedded in the advisory firm. Vincent Silvestri's CPA status allows the practice to serve as a one-stop shop where tax-filing consequences are evaluated alongside portfolio trades — an architecture that community banks and wirehouses typically separate. For a retiree drawing down assets, that integration removes the friction of chasing an outside accountant to model the tax impact of a withdrawal or Roth conversion.