See What Makes Us Different

About Us

The mission

Our goal is to help you meet yours

You’ve got big plans, and you need an investment strategy to help you get there. At Fingerlakes Wealth Management, we build financial plans around your family, your values and your goals. When life happens and your objectives change, we modify the plan to fit your needs.

By focusing on Socially Responsible & Impact Investing, we can help you align your goals to your values. There are no compromises at Fingerlakes Wealth Management. Just clients with big ambitions and a path to get there.
Our Team

Meet your financial guides

Marshall M CFP®

Managing Partner & Advisor

Melissa V

Managing Partner & Advisor

Susan M

Managing Partner & Advisor

Jessica D

Client Services Manager

We're Hiring

Are you a Financial Advisor?

Susan M

Managing Partner & Advisor
Rooted in the local community
Supporting the arts, education, local events, and alternative transportation in Ithaca and the surrounding areas.
Certified B Corporation
What is a B Corp?

How Do I Keep Track of My Finances?

How Long Will It Take to Save for My Child's College Education?

Have a Question?

Check Out OUr FAQs

Start Investing in values

Strategic portfolio management

that aligns your goals with your values.