I organized The Iter-Silva Financial Group so that clients might add clarity, confidence and control to their financial planning journeys.  Since 1995 I have worked with individual and corporate clients facing a broad range of financial planning issues and goals, and I remain committed to the simple goals of providing exemplary service and being of sterling character

“Iter Silva” comes from the Latin, the pathway through the woods. Our name envisions how we work with clients as we help guide you along and through your financial journeys: from early career and young family financial needs, towards pre-retirement planning and transition years, and through retirement and generational changes.  Along those paths we help connect you to the resources you need in a timely, professional, and caring manner.

As a holistic planner and a Certified Financial Fiduciary, I accept the honor and obligation to “Know Our Clients,” to learn and understand your goals, your passions, and your struggles.  Using that knowledge we help you align your financial resources and solutions with your goals, risks, and contingencies.  We create, implement, and manage financial strategies that help you move towards better financial futures. We are Independent Financial Advisors,   working with dozens of well-established asset managers, insurance companies, trust providers, and benefits administrators, and we are beholden to you, our client, in a direct fiduciary relationship.