Financial Advisors in Buffalo, New York

Courier Capital, founded in 1967 and based in Buffalo, is a prominent independent investment advisory firm specializing in retirement planning, investment management, and investment planning. With a history of over five decades, their services include custom investment management, comprehensive investment consulting, and independent advice for 401(k) and retirement plans. As one of Western New York's largest registered investment advisory (RIA) and wealth management firms, Courier Capital serves a diverse range of clients, offering goal identification, customized planning, ongoing monitoring, and comprehensive reporting.

Sanderson Wealth Management is a privately owned fiduciary wealth management firm founded in 2001 by John Sanderson. Based in Buffalo, they specialize in financial planning, estate and generational wealth planning, business succession planning, tax consulting, and philanthropy. With over 20 years of experience, they have built a strong client base of high-net-worth individuals and families, managing over $1 billion in assets for 220 families.

Sterling Investment Counsel is an independent SEC-registered investment adviser (RIA) founded in 2016 and headquartered in Buffalo. They specialize in investment management, stocks, bonds, and mutual funds. With over 90 years of combined experience, their team designs customized portfolios to align with each client's investment goals, placing strategic asset allocation and diversification at the forefront to mitigate risk and achieve long-term wealth growth.

Hudson Advisor Services is one of the best financial advisor companies in Buffalo because of their growth-oriented and conservative investment approach. Founded in 1994 and headquartered in Buffalo, they specialize in portfolio management, private wealth management, and financial planning, catering to individuals, families, trusts, and institutions. Hudson Advisor Services prioritizes diversification and long-term perspectives to protect clients from market volatility while seeking robust returns.

One of the top advisors in Buffalo, Note Advisors is a wealth planning firm headquartered in the city that prioritizes understanding their clients' personal lives and aspirations. They specialize in wealth coaching and financial planning, helping individuals align their financial plans with their personal goals, and providing a unique blend of financial expertise and wealth coaching to promote overall well-being. As fiduciaries, they uphold high ethical standards and aim to help clients live their dreams, alleviate fears, and make a lasting impact.

Miller Gesko Wealth Management, founded in 1969, is a trusted financial advisor headquartered in Buffalo. They specialize in insurance planning, financial planning, estate planning, and investment portfolio management. They prioritize building meaningful client relationships and offer personalized services tailored to clients' unique financial journeys.

Winthrop Partners is a fee-only financial advisor company founded in 2015 and headquartered in Buffalo. They specialize in financial planning, retirement planning, and investment management, offering personalized service and emphasizing open communication with their experienced team of financial planners.

If you need a boutique advisor service, Collins Advisors serves people in Buffalo and specializes in estate planning, risk management, insurance planning, tax efficiency, and retirement planning. A full-service registered investment advisory (RIA) firm founded in 2003 and headquartered in Buffalo, they bring a personalized approach to wealth management, prioritizing client interests while maintaining strict confidentiality. Collins Advisors aims to help clients build and preserve wealth for generations.

We chose Western New York Financial Group as a top advisor in Buffalo because they specialize in wealth management, financial planning, portfolio management, asset management, retirement planning, and estate planning. Led by experienced financial advisor Mark Narby, the firm prioritizes personalized service and tailors strategies to enhance clients' current lifestyles while securing a prosperous retirement. They offer a meticulous process, from comprehensive financial assessments to frequent client meetings, emphasizing transparency and client well-being.