NY · Skaneateles

Fiduciary advisors in Skaneateles, NY

1 advisor with offices in Skaneateles. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Skaneateles

Marcellus Capital Management, LLC

Skaneateles, New York

Marcellus Capital Management is an independent registered investment advisor based in Skaneateles, New York, founded in 2015 by Jeff LaMarca, a CFA charterholder with a background in equity research and hedge fund investing. The firm offers financial planning, tax preparation, investment management, and advisory services covering retirement planning, qualified plans, insurance analysis, college savings, and estate matters. MCM's investment approach emphasizes long-term positioning in competitively advantaged businesses through a mix of index funds, active funds, and individual securities, without reliance on formulaic strategies. The firm does not sell insurance or other financial products and maintains independence from affiliated financial service providers.

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Financial advisors in Skaneateles, New York

Advisors serving Skaneateles specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (New York's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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