Fiduciary advisors in Fayetteville, NY

Fayetteville, New York

D.K. Griffith & Company is an independent financial services firm founded in 2006 and based in Utica, New York, offering investment management, wealth management, tax preparation, and estate planning advice. The firm provides financial planning and active portfolio management across a range of vehicles including mutual funds, ETFs, stocks, bonds, annuities, and insurance products, with accounts carried by National Financial Services. Client relationships begin with a complimentary consultation and assessment, and the firm operates on a fee basis while disclosing compensation upfront. Securities are offered through LifeMark Securities Corp., a FINRA/SIPC member.

Fayetteville, New York

Dunuwila Wealth Management is an investment advisory firm in Fayetteville, New York. Services include Investment Management and Retirement Planning. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 11 Google reviews.

Fayetteville, New York

Insurance-Based

Murphy Financial Group, based in Fayetteville, New York, is an insurance-focused financial advisory practice operated by Michael P. Murphy (a New York Life Agent since 1985) and Andrew M. Murphy (who joined in 2017). The firm provides financial planning, insurance analysis, and insurance planning services to business owners, professionals, and retirees, drawing on over three generations of family involvement in wealth management. Both principals hold affiliations with Eagle Strategies LLC and leverage access to New York Life's Advanced Planning Group for estate, business, and life insurance planning support.

Fayetteville, New York

Tompkins Financial Advisors, based in Fayetteville, New York, provides investment management and retirement planning services to clients seeking a team-based approach to wealth strategy. The firm operates through an in-house investment committee that develops and monitors portfolios using both active and passive strategies, informed by macroeconomic analysis and fundamental research. Clients access their accounts through an integrated online platform offering portfolio reporting and account visibility. The firm emphasizes local service relationships and customized investment solutions designed to address individual client circumstances and objectives.