Fiduciary advisors in Williamsville, NY

Williamsville, New York

AMG Financial is an independent wealth management firm based in Williamsville, New York, operating since 2005. The firm offers strategic wealth management, estate planning, divorce financial planning, and retirement income planning, with particular expertise serving business owners and families planning for education through tools like 529 plans. AMG partners with CPAs through the Avantax network and with attorneys to integrate tax-efficient and estate planning strategies. The firm follows a three-step process of assessing client finances and risk tolerance, strategizing customized approaches, and ongoing implementation as circumstances change.

Williamsville, New York

Bentham Wealth Advisors is a fee-only financial planning firm in Williamsville, New York, with principals who hold CFP® and CSLP® certifications. The firm serves retirees and teachers with retirement planning and comprehensive financial planning services on a fully transparent fee basis, declining to accept commissions or recommend particular investment products. Multiple team members bring extensive experience in financial advisory roles and backgrounds in education.

Williamsville, New York

Downing Financial Group is an independent financial advisory firm in Williamsville, New York, serving clients throughout Western New York with a focus on individuals aged 55 and older. The firm offers financial planning, investment management, retirement planning, estate planning, and tax optimization strategies, with the principal, John Downing, holding the CFP® credential and operating under fiduciary obligation. The firm blends active and passive investment approaches using ETFs and mutual funds, with performance benchmarked against Morningstar standards. Downing Financial Group charges transparent, fee-based compensation for its services.

Williamsville, New York

Independent RIA

Independent Solutions Wealth Management is a registered investment advisor in Williamsville, New York that provides financial planning and investment management services. The firm works with insurance agents and advisors through its Asset Management Alliance partnership program, offering access to diversified investment portfolios including stocks, bonds, mutual funds, ETFs, and separately managed accounts managed by an investment committee. The firm's stated approach involves developing financial models to help clients protect and organize their assets while aligning investments with individual risk profiles and objectives.

Williamsville, New York

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Williamsville, New York. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

Williamsville, New York

Insurance-Based

Northwestern Mutual is an insurance-based firm in Williamsville, New York. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 1-star rating from 1 Google review.

Williamsville, New York

Sherwood Financial Management is a fee-only financial planning and wealth management firm in Williamsville, New York, founded by Tracy Sherwood, a Certified Financial Planner® with over 30 years of industry experience. The firm provides estate planning, financial planning, and investment management services, operating under a fiduciary standard with no commissions or conflicts of interest. Services address retirement planning, wealth accumulation, tax planning, and household financial organization, with a focus on working with clients through different life stages and market conditions.

Williamsville, New York

Student Loan Steve, based in Williamsville, New York, provides financial planning with a focus on student debt management. The firm is led by Steve Witter, a Certified Financial Planner (CFP®) and Certified Student Loan Professional (CSLP®), who offers one-time fee-based consultations ($595 for borrowers with existing loans, $300 for families planning college financing) that include a written loan analysis and three months of email support. Services address federal and private loan repayment strategies, forgiveness qualification, and tax-filing optimization for borrowers and parents.