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Ted D. Snow, CFP®, MBA

Best Selling Author • Award-Winning Financial Planner

<strong>The only investing book written by a CFP<sup>&#174;</sup> practitioner with 30+ years of investment experience.</strong>

The only investing book written by a CFP® practitioner with 30+ years of investment experience.

An award-winning best seller, Investing QuickStart Guide™ explores investment strategies based on time-honored and practical principals that new and seasoned investors alike can successfully implement. Thorough yet simple, this book guides you through the foundations of stocks, bonds, treasuries, ETFs, mutual funds, indexes, REITS, and other investment securities. Ready to launch your path to financial freedom? Get your feet wet with this beginner's guide to the market.

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Ted's Story

Ted's Story

My name is Ted Snow and I'm the Principal and Founder of Snow Financial Group, LLC. My roots in the financial services industry started in 1987 when I began working at Fidelity Investments. Over the next ten years, I received hands-on experience in the securities industry helping customers with mutual fund investing, individual securities trading, and financial planning concepts, while providing superior customer service to my clients. In the last year of my career at Fidelity, I grew uneasy as my desire to advise people with more depth than I was allowed in my position. I saw too many people making emotional and risky financial decisions because they chose to “do it themselves.” They simply didn’t know what they didn’t know. Coordination of retirement, investments, insurance, business, estate, and taxes was how I could truly help these customers.  While earning my MBA in Financial Planning, I developed a thirst for entrepreneurship and decided it was time to take a huge leap of faith to start my own practice. With no clientele and armed with industry knowledge and the skill of great customer service, I set out to build a financial planning practice.

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People have choices when selecting a CERTIFIED FINANCIAL PLANNER

Given the fiduciary and long-term nature of the relationship, the practitioner should be one whom the client trusts and who shares the client's philosophies about comprehensive financial planning.

~Ted Snow, CFP®, MBA


Why Snow Financial Group

Why Snow Financial Group

After spending eight years with independent firms building my practice, I founded Snow Financial Group, LLC in 2006 with the purpose of offering comprehensive and “personal” service to my clients. We focus on two key client service principles:

Offering a boutique style experience: I keep my client list small to provide clients quick access to me and my staff, while cultivating great relationships.

Creating a comfortable atmosphere: I want my office to be a place where people feel at ease talking about their financial lives and feel confidence about the advice they are receiving about their financial future.

Snow Financial Group, LLC starts with being personal, and the families in my practice are part of my personal family. If you decide to be one of the families we serve at Snow Financial Group, LLC, you will experience personal, comprehensive wealth management service like you’ve never experienced before.

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Complementary Financial Planning Review

Complementary Financial Planning Review

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term client relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

We want to get to know you.

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Discover Retirement

Discover Retirement

As you carefully plan for your future and dream about the day you retire, here are some steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you desire. The earlier you plan ahead, the more opportunities you have to grow wealth for the future.

Start planning today.

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Download Our Don’t Panic Ebook!

The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.

The disclosure at the end of the videos displayed on this page has changed. As of 04/01/2016, please refer to the following language: Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Snow Financial Group, Inc.  is not affiliated with Kestra IS or Kestra AS.

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Kestra Investment Services and its affiliates make no representation as to the completeness or accuracy of information provided at these web sites. Nor is Kestra Investment Services, LLC or its affiliates liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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