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About Seneca Financial Advisors
Seneca Financial Advisors LLC is an independent Registered Investment Advisor committed to providing personalized, objective, and fiduciary-driven financial services. Their mission is to help individuals, families, and organizations grow, manage, and safeguard their wealth.
The firm offers highly tailored financial planning and wealth management services designed to meet individual needs and financial goals. They cater to a diverse clientele, including affluent individuals, corporate executives, retirees, and multi-generational families.
At Seneca Financial Advisors, personal service is paramount. When you reach out, you won't encounter automated systems; instead, a dedicated financial advisor will assist you. They prioritize understanding your unique financial situation, goals, and preferences.
Seneca's financial planning process is designed to meet specific client needs, whether for advice in a particular area or a holistic approach. Clients receive guidance step by step, creating a clear path toward their financial objectives.
The firm's services extend across generations within families, ensuring wealth transfer and succession planning while providing support to all family members, regardless of their wealth.
Seneca's comprehensive wealth management includes professional advice on various financial aspects, including income tax planning, retirement planning, estate and gift planning, employee benefits, and risk management. They employ an open architecture platform and offer independent advice that is always in the client's best interest.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Investment Management
- Estate Planning
- Education Planning
- Healthcare Planning
- Employee Benefits Planning
- Tax Planning and Compliance
- Retirement Planning
More about Seneca Financial Advisors
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 152824 | 6 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Seneca Financial Advisors.