What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Buffalo, NY area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Buffalo, NY Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Ryan Carney
CFP®
Winthrop Partners
Buffalo, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
CFP® helping people across WNY invest and plan for the future on a fee-only and fiduciary basis
Steven Elwell
CFP®
Level Financial Advisors
East Amherst, NY
I am a CERTIFIED FINANCIAL PLANNER™ professional who specializes in helping clients create cash flow from their savings with tax efficient withdrawal strategies to ensure they don't run out of money in retirement.
Justin Sanderson
CFP®, CIMA®
Sanderson Wealth Management
Buffalo, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Justin Sanderson, CFP®, CIMA®, provides sophisticated, comprehensive wealth management to high-net-worth individuals and families, business owners, and entrepreneurs. Located in Buffalo, New York, Justin works with clients around the country.
Tracy Sherwood
CFP®
Sherwood Financial Management
Williamsville, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Williamsville, NY, serving clients locally and across the country
Brett A. Koeppel
CFP®
Eudaimonia Wealth
Buffalo, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning
Fee-Only financial planner located in Buffalo, NY, specializing in helping families organize, grow and protect their wealth as they prepare for and navigate the transition into retirement.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
