Melissa V

Managing Partner & Advisor

Melissa Vanderhoof has a unique background in medicine and health professions, most recently studies in Financial Therapy. Her empathy, listening skills, and attention to detail lend to her understanding of each client’s individual economic and life situations. This is reflected in her personalized financial advice, her ability to customize robust financial plans, and her capacity to deeply listen to each client’s story.

Melissa holds a B.A. in Planned Studies from Ithaca College, a B.S. in Nursing from SCSU, and a graduate certificate in Financial Therapy from KSU along with the Series 65 securities license.

Memberships include FPA, FTA, AFCPE

In the local community, Melissa is a Board Member and Chair of the Board Development Committee for the Tompkins County Public Library Foundation; a member of Board of Directors for the Tompkins County Chamber of Commerce, and is a member of the local BNI Summit Chapter.

Outside of finance, Melissa enjoys spending time with her husband and two young children, meditation and religious practice and study, exploring local natural spaces and making meaningful connections with people.

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Melissa V

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Melissa V

5 Key Questions to Help You Find a Financial Advisor You Will Like and Trust

Before you start working with a financial advisor, you should ensure you’re partnering with the right person for you; someone you can trust and work with for the long haul. Here are a few questions to ask to learn more about them before you hire a financial advisor.

Sector Investing: Visualized

A sector’s industries are usually affected by similar factors and are likely to move at the same time. Sector investing is appealing to many people because it looks for the most generic trends in the market.

Inheritances: By the Numbers

Ever since the sudden death of music icon Prince last year, estate planning seems to be getting more coverage by the media than ever before. With this, there seems to have been renewed emphasis on the importance of having a will and dictating how your estate will be distributed. Consider the following statistics regarding inheritance in the United States.