Fiduciaries first. Salespeople never.
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Your money, your choices.
No matter how little time you have to do it yourself, trusting someone else to oversee your finances can feel emotionally charged and overwhelming – especially if you’ve already met with a few different wealth management firms.
At Fingerlakes Wealth Management, we are fiduciaries first. Not salespeople.
Everything we do is tied to your best interests, which is why we only make investments and offer guidance that suits you and your financial goals.
It’s our promise to you.
Get advice from real people, get advice from your neighbors.
Clients in 26+ states
Certified B Corp since 2016
40+ years of collective experience in wealth management
Rooted in the local community – we support the arts, education, local events, and alternative transportation in Ithaca and surrounding areas
We’re a B Corp
Certified B Corporations balance profit with purpose, meeting high standards of social and environmental impact, transparency, and accountability.
Unlike traditional certifications, B Corp status evaluates the entire company, ensuring a commitment to sustainability and positive change. By using business as a force for good, B Corps drive a more inclusive and sustainable economy.
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Meet your
financial team
Are you a Financial Advisor who prioritizes your clients' goals and values?
A certified B Corp, great benefits
Generous
Paid time off
Health insurance premiums paid
401k match