About

Fiduciaries first. Salespeople never.

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.

Your life. Your finances. We include you in every conversation, prioritize your values, and support your goals.

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

What makes us different

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.

Careers

A certified B Corp, great benefits

Recognized by B Lab in the top 5% of worldwide B Corps by putting in place exemplary employee-friendly practices, such as ownership opportunities, job flexibility, and fair-chance hiring policies.

Generous

Paid time off

80%+

Health insurance premiums paid

6%+

401k match

Services

Wealth Management Solutions for whatever season of life you’re in.

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Meet with us to discuss your needs.
Meet with us to discuss your needs.