About Us

Wealth creates options. Retirement brings new decisions.
We help you navigate both.

A More Thoughtful
Approach to Retirement

You should feel in control during one of life’s most important financial transitions: moving from building wealth to living off it.

But you have questions about income, taxes, investments, and how to make smart decisions with everything you’ve accumulated.

Following a disciplined framework designed to protect wealth, we deliver personalized, ongoing guidance to address every piece of your retirement plan.

After spending decades saving diligently, you want an experienced professional organizing all the moving parts, giving you the freedom to focus on enjoying what comes next. That’s where we step in.

20+

20-Point

$1M+

Meet Your Team

  • Philip Snyder, CFA®

    Founder

    Philip Snyder, CFA®

    Founder

    Financial advice used to be viewed through a narrow lens, focused mostly on investments, stocks, and bonds. Our founder, Philip, is excited by how much the industry has evolved in recent years, believing this is one of the best times to be a part of it. Now more than ever, advisors are able to provide broader, more meaningful guidance to clients and make a greater impact on their financial lives.

    With 20+ years of financial services experience, Philip strives to bring value to his clients’ financial lives by helping them see their full financial picture and tailoring solutions to their individual needs.

    Philip created Snyder Asset Management, LLC in 2016 as an independent wealth management office. Doing so allowed him to deliver independent guidance with unique strategies that evolved for every client, rather than rely on generic or one-size-fits-all plans.

    Philip graduated from Hofstra University with a Bachelor of Arts in Business Management. He is a Chartered Financial Analyst® charterholder and a member of the Baltimore CFA Society.

    Outside of work, Philip enjoys spending time with his wife, Melanie, their son, Jack, and their two dogs. He is passionate about personal fitness and also enjoys experiencing new restaurants and traveling with his family.

  • Brody Rosenfeld, CPA, CFP®

    Financial Planner

    Brody Rosenfeld, CPA, CFP®

    Financial Planner

    As a strategic partner of Snyder Asset Management, Brody helps clients build highly customized, cash-flow-based financial plans designed around their specific goals, resources, and retirement vision.

    As a Certified Financial Planner (CFP) and Certified Public Accountant (CPA), Brody works closely with our advisory team to develop various planning scenarios. Doing so enables our clients to make more informed decisions by comparing their options and understanding the trade-offs.

    Brody guides clients through our planning process and helps confirm whether they’re on the right track. In doing so, he identifies and presents actionable recommendations that can strengthen our clients’ overall financial picture.

    Outside of the office, Brody is an avid Philly sports fan. He also enjoys going to the beach and hiking with his wife, Natalie.

  • Joy Zuniga

    Client Service & Operations Assistant

    Joy Zuniga

    Client Service & Operations Assistant

    Joy serves as the firm’s Client Service & Operations Assistant, helping ensure clients stay organized, informed, and supported throughout their experience with Snyder Asset Management. She plays an important role behind the scenes by supporting client communication, scheduling, operational workflows, and follow-up items so that each client receives a smooth and responsive service experience.

    Joy brings nearly a decade of experience in administrative operations, client service, and project coordination. Prior to joining Snyder Asset Management, she supported leaders and organizations across the financial services, nonprofit, education, and corporate sectors.

    Joy lives in Salt Lake City and enjoys spending time with her husband and their three daughters.

  • Charles Schwab & Co.

    Dedicated Service Team

    Charles Schwab & Co.

    Dedicated Service Team

    Snyder Asset Management recommends Charles Schwab & Co., Inc. as the custodian for client accounts, which provides access to institutional-quality resources, combined with our independent, personalized guidance.

    Charles Schwab & Co., Inc. offers a wide range of services to support Registered Investment Advisers (RIAs). These services include Custody, Trading, Research, Technology and Education.

    Overall, Schwab offers a comprehensive suite of services and support programs to RIAs. These services and support programs provide our clients with the best possible service.

Our Philosophy

Process Drives Results

We’ve spent years fine-tuning our goals-based retirement planning process, understanding what you need to feel supported and confident in our partnership.

Every Detail Matters

Our clients trust us to care for their wealth and financial well-being in retirement. We take our role seriously, proactively coordinating and addressing concerns on their behalf.

Look Beyond Investments

Your investments serve a larger purpose. Beyond simply building wealth, we focus on understanding and bringing to life the greater meaning behind your money.