Fee-Only Financial Advisors in Buffalo, NY

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Buffalo, NY area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Buffalo, NY Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

Justin Sanderson

CFP®, CIMA®

Sanderson Wealth Management

Buffalo, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Justin Sanderson, CFP®, CIMA®, provides sophisticated, comprehensive wealth management to high-net-worth individuals and families, business owners, and entrepreneurs. Located in Buffalo, New York, Justin works with clients around the country.

I can work with clients anywhere!

Brett A. Koeppel

CFP®

Eudaimonia Wealth

Buffalo, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning

Fee-Only financial planner located in Buffalo, NY, specializing in helping families organize, grow and protect their wealth as they prepare for and navigate the transition into retirement.

I can work with clients anywhere!

Tracy Sherwood

CFP®

Sherwood Financial Management

Williamsville, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner located in Williamsville, NY, serving clients locally and across the country

I can work with clients anywhere!

Steven Elwell

CFP®

Level Financial Advisors

East Amherst, NY

I am a CERTIFIED FINANCIAL PLANNER™ professional who specializes in helping clients create cash flow from their savings with tax efficient withdrawal strategies to ensure they don't run out of money in retirement.

I can work with clients anywhere!

Ryan Carney

CFP®

Winthrop Partners

Buffalo, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

CFP® helping people across WNY invest and plan for the future on a fee-only and fiduciary basis

Steve Witter

CFP® CSLP®

Bentham Wealth Advisors

Williamsville, NY

Anthony Ogorek

CFP®

Ogorek Wealth Management, LLC

Williamsville, NY

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

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