Best Financial Advisors in Amherst, NY

Landmark Wealth Management is an independent financial advisory practice that serves Amherst and its surrounding areas. Acting in a fiduciary capacity, the firm serves high-net-worth clients with investment consulting, retirement planning, and estate and generational wealth planning services. The firm also offers a wide array of tax services for individuals and businesses. Co-founder and partner at the firm Brian Laible has been in the wealth management service industry for two decades. In 2011, he received the Business First’s 40 Under 40 award.

Ogorek Wealth Management LLC serves the community of Amherst and its surrounding areas. It offers financial planning services that include income tax planning, estate planning, and insurance planning. The firm also features its Return on Life program for retirees and individuals planning to retire. Founder Anthony J. Ogorek has been in the financial services industry since 1983 and has been consulted by national and local media such as The Wall Street Journal and Business First.

The Financial Guys is an independent wealth management firm that has been serving individuals, families, and businesses from Amherst and the surrounding areas for more than two decades. Its financial services include estate planning, retirement planning, divorce planning, and Social Security planning. The firm also provides investment management services, 401k assistance, insurance assistance, and home loans and mortgages assistance. The Financial Guys has been featured on The Wall Street Journal, Financial Advisor Magazine, and Bloomberg.

Spectrum Wealth Management has been serving individuals and businesses in and around the Amherst area for more than three decades. The full-service financial firm offers various financial planning services, including retirement, tax, life insurance, long-term care insurance, estate, and Medicaid planning. John M. Lunghino, president of the firm, is a member of numerous organizations, including the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.

Level Financial Advisors is an Amherst-based financial advisory firm established in 1979. The firm aims to educate its clientele about financial wealth and help them achieve their goals while also caring for their future generations. Level Financial Advisors specializes in retirement investing designed to help individuals diversify their funds and ensure their retirement, tax planning to help clients optimize their expenses and significant tax savings, and legacy planning to ensure that assets are distributed to the appointed recipients. The company has six Certified Financial Planners.

Eudaimonia Wealth is a team of financial advisors near Amherst that offers financial planning services to individuals and groups in the metro. The firm is headed by Brett A. Koeppel, a certified financial planner (CFP) who opened the firm in 2019 after a successful career in a large corporation. Retirement planning, investment management, estate planning, risk management, and tax planning are among his services. Brett is a member of the local Habitat for Humanity board of directors.

Established in 2013, Buffalo First Wealth Management, LLC, is an independent financial planning and investment advisory firm that serves the residents of Amherst and its neighboring areas. It offers comprehensive financial planning, proactive tax planning, institutional consulting, and risk management options. In addition, its team of financial advisors handles estate planning and philanthropy, family CFO services, and investments. The company’s founder and chief executive officer, Kevin R. Connolly, is a member of the Amherst Chamber of Commerce.

Wilcox Financial guides Amherst women in taking ownership of their financial freedom through holistic financial planning. The firm employs goal assessment and data collection in building a client’s financial plan. Its financial planning service covers asset allocation, insurance review, and social security analysis. The firm also actively monitors and manages a client’s account through wealth management. Wilcox Financial offers corporate programs for financial wellness. It strives to be a safe space where women can gain financial knowledge.

Orchestral Financial Group Inc. serves individuals, families, and businesses in Amherst and the surrounding communities. It offers a wide range of financial services, including financial planning, insurance planning, and investment advisory. The firm works with Certified Financial Planner attorneys, accountants, and practitioners to develop and implement financial plans based on the customers' goals. Michael Birenbach, the president of the company, is a member of the Financial Planning Association of Western New York.

Founded in 1981, Nottingham Advisors caters to the financial needs of customers in Amherst and its surrounding areas. Its team of asset allocation specialists offers services such as wealth accumulation strategy identification, tax planning, insurance advice, and legacy planning. The company also provides options like investment policy statement review and construction, board member onboarding, and fiduciary training for institutional investors. Nottingham Advisors manages more than $1.1 billion in assets for its clientele.