# Silvestri Financial and Tax Advisors

Silvestri Financial and Tax Advisors is a Bank / Wealth / Trust based in Forest Hill, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Forest Hill, United States
- **Region:** North America
- **Address:** 2415 Cone Hill Court, Forest Hill, MD 21050, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** sfandt.com
- **LinkedIn:** https://linkedin.com/company/silvestri-financial-&-tax-advisor

## Regulatory record

- **CRD number:** 306571
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-17T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306571

## About

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.

## Sectors

- Retirement Planning
- Tax Planning
- Insurance
- Financial Planning

## People

- Brian Silvestri — President
- Vincent Silvestri — CPA

## Questions

### How does the tax advisory service integrate with investment management?

Vincent Silvestri's CPA license sits inside the same firm that manages the portfolio. The model is designed to coordinate portfolio trades — such as realizing capital gains, executing Roth conversions, or structuring required minimum distributions — directly with tax filing. This dual capability is the firm's primary differentiator relative to advisors who must refer tax work externally.

### What is the firm's publicly reported AUM?

Silvestri Financial and Tax Advisors does not disclose a regulatory AUM figure in available filings or on its website. Without a stated number, the firm's scale cannot be independently verified.

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Last updated: 2026-06-03T20:00:00.000Z

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