Fiduciary advisors in Pittsford, NY

Pittsford, New York

Beau Morgan Advisors is a fee-only wealth management firm based in Pittsford, New York, founded by Beau Cornish with a focus on personalized financial planning grounded in proprietary research. The firm's team includes Investment Consultant Morgan Allen, who holds Series 7, 63, and 66 licenses and brings experience from Charles Schwab and private wealth management, alongside office leadership from Meg Dostman. The firm emphasizes disciplined portfolio construction, transparent fee arrangements, and direct client relationships rather than sales-driven advisory, with particular attention to helping clients understand their investments and navigate financial decisions affecting their lives.

Pittsford, New York

Hamilton Wealth Management serves clients in the Pittsford, New York area who are approaching or in retirement, with a focus on transitioning from wealth accumulation to income generation. The firm provides investment management and retirement planning services, emphasizing tax-efficient strategies and ongoing portfolio adjustments as clients move through different life stages. Led by Mr. Hamilton, the team has over 27 years of experience and operates through a partnership with Private Advisor Group, offering financial planning and investment management aligned with clients' personal objectives.

Pittsford, New York

Independent RIA

LVW Advisors is an independent registered investment adviser based in Pittsford, New York, operating as a fiduciary. The firm provides estate planning, financial planning, and investment management services to individuals, families, institutions, and nonprofits, with a planning approach centered on understanding clients' goals and developing action-oriented strategies. With more than three decades of experience, LVW serves clients across multiple states and manages substantial assets.

Pittsford, New York

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Pittsford, New York. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2.3-star rating from 3 Google reviews.

Pittsford, New York

Previs Wealth is a financial advisory firm based in Pittsford, New York, serving families and small businesses since 2003. The firm's approach emphasizes simplifying the planning process and providing transparent guidance, with team members holding undergraduate degrees in economics, finance, and education, and advanced credentials including an MBA. The practice includes advisors with experience spanning from 1996 to 2019, and serves clients including educators and young professionals building foundational financial strategies.

Pittsford, New York

Rochester Financial Services, based in Pittsford, New York, operates as a fee-only wealth management firm founded in 1993 and led by owner Jeff Feldman, a CFP and SEC-registered investment advisor. The firm provides portfolio management and estate planning services using no-load mutual funds, serving clients across the Rochester area and over 20 states, with approximately $310 million in assets under management. Feldman holds membership in NAPFA, the association of fee-only financial advisors, and the National Association of Tax Professionals. The firm operates on a fee-only model, receiving compensation directly from clients rather than through product commissions or third-party referral fees.

Pittsford, New York

Wealth Enhancement Group is an investment advisory firm in Pittsford, New York. Services include Financial Planning and Investment Management. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.