Anthony Ogorek
CFP®
Ogorek Wealth Management, LLC
Founder and CEO
Anthony Ogorek
CFP®
Ogorek Wealth Management, LLC
Founder and CEO
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Anthony Ogorek, CFP®
Fee-Only financial planner located in Williamsville, NY, serving clients throughout Buffalo, NY and across the country
Anthony Ogorek is a Buffalo, NY fee-only financial planner. Ogorek Wealth Management, LLC provides financial planning and investment management to help affluent individuals, business owners, and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Anthony Ogorek is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Anthony Ogorek, CFP®, Ed D. is the President and Founder of Ogorek Wealth Management LLC. Tony has been a Certified Financial Planner licensee and Registered Investment Advisor near Buffalo, New York since 1983.
Tony is an active writer in the financial industry and has been featured in numerous print, radio, and television appearances. Nationally recognized as a financial leader and innovative thinker, his expertise has been consulted and quoted by such national media as The Wall Street Journal, USA Today, The New York Times, Financial Advisor Magazine, Financial Times, Money Magazine, New York Post, Associated Press, insurance News Net, and Third Age, as well as local newspapers The Buffalo News and Business First.
Tony has appeared on TV as a guest commentator on PBS’ Nightly Business Report, CNBC’s Mutual Fund Investor, The Money Club, WGRZ, WKBW and WIVB, as well as YNN News. He also had a weekly series on financial radio talk show WBEN and was a financial analyst for National Public Radio’s Buffalo, NY affiliate, WBFO for 10 years. Tony completed a 3-year term as Director on the National Association of Personal Financial Advisors’ National Board.
Anthony Ogorek is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We are a fee-only wealth management firm specializing in retirement coaching, dedicated to helping clients reconnect with the people and experiences that are most meaningful to them.
Time and money are both finite. Most people fail to realize that they are equally important resources in pursuing a more fulfilling life. As financial advisors we understand that depleting one of these two resources in order to accumulate the other can be a fool’s errand. Many clients come to us for help in achieving and maintaining their financial independence. As we discuss the balance between time and money in their lives, clients begin to develop a better sense of their priorities. These conversations provide them with a roadmap for their future.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Anthony Ogorek is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Anthony Ogorek is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Anthony Ogorek is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Additional Media Mentions for Anthony Ogorek Can Be Found Here
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Anthony Ogorek is Regularly Quoted in the New York Post
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Anthony Ogorek is Quoted in USA Today: "Index funds vs. individual stocks: What does the coronavirus market collapse teach us about both investing strategies?"
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Anthony Ogorek is Quoted in The New York Post: "The crucial thing 50 percent of couples aren’t doing before marriage"
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Anthony Ogorek Can Be Heard on WBFP NPR: "Commentary: Similarities Between Candidates and Stocks"
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Anthony Ogorek Can Be Heard on WBEN: "Ogorek Wealth Management on Tesla Stock"
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Anthony Ogorek Discusses "Navigating your 401k during the Coronavirus Economy" on WKBW
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Anthony Ogorek is Quoted in Financial Advisor Magazine: "The Next Market Dip Could Hurt Your Cash-Poor Client"
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Anthony Ogorek is Quoted in InvestmentNews: "TRADING COSTS AT ALL-TIME LOW, BUT NOT FOR ADVISERS AND CLIENTS: WHEN IT COMES TO FEES, ‘DON’T ASK, DON’T TELL’"
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Anthony Ogorek is Quoted in AARP Magazine: "8 Ways to Rescue Your Retirement Portfolio"
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Anthony Ogorek is Interviewed on WKBK regarding "COVID-19 hitting some bank accounts hard"
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Anthony Ogorek is Mentioned in The Buffalo News: "Local investment panel never saw the big rally coming"
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Anthony Ogorek is Quoted on WFAA "Stock market rallies are best time to prep your 401(k) for next downturn"
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Anthony Ogorek is Quoted in the Wall Street Journal: "Grappling with Inversion-Induced Tax Hits"
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Anthony Ogorek is Quoted on CNN Money: "Honey, did I mention I retired yesterday?"
Contact Anthony Ogorek
Office Locations:
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6400 Sheridan Dr
Suite 224
Williamsville, NY 14221
