Mike Silver: Financial & Estate Planner

Needs Assessment

In this episode we talk with Mike Silver, who is principal of Baron Silver Stevens Financial Advisors, which is a firm that provides comprehensive wealth management services to high net worth investors. Mike started his career in 1994 with a major insurance company, and in 1997 he formed his own independent financial planning firm. He currently holds a number of industry certifications and is an adjunct professor at Florida Atlantic University.

Mike specializes in the design, implementation, and funding of advanced estate planning. He has to communicate complex concepts in straightforward language to his clients. During the interview we hear how he does that, along with his approachable style. We go into how he uses data to run his business and work with his clients by relating how he looks at financial market information and communicates his views and recommendations to his clients, while being sensitive to their risk tolerance and personalities.

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