Top financial advisors in Batavia, NY
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you have an estate that might exceed New York's exemption limits, planning ahead is crucial to avoid unexpected tax bills that can significantly reduce what you leave behind. Without careful guidance, you might overlook how small increases in estate value can trigger large tax liabilities.
- Estate tax cliff awareness. Confirm how the advisor identifies and plans for the sharp tax increase that occurs just above exemption thresholds.
- Asset structuring strategies. Ask how they recommend organizing your assets to minimize estate taxes while preserving your goals.
- Coordination with legal counsel. Effective estate planning often requires working closely with your attorney; check how the advisor collaborates on wills and trusts.
- Long-term tax impact. Inquire about their approach to balancing current tax savings with future tax consequences for your heirs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Donald B
Series 63
Batavia, NY
Cetera
Donald Bouchard's 41 years of experience and Series 63 designation equip him to address estate tax challenges in Batavia, NY, especially for clients approaching retirement or high earners not yet rich. His affiliation with Cetera, a large firm offering flat-fee planning and diverse portfolio management, complements his expertise in wealth management and tax-loss harvesting, distinguishing him from other local advisors.
Experience: 42 years
Avg account: $306,089
-
David Z
Series 63, Series 65
Batavia, NY
LPL Enterprise
David Zauner in Batavia, NY, offers expertise in general retirement planning and tax-loss harvesting, supported by 17 years of experience and Series 63 and 65 licenses. Operating within LPL Enterprise, a large firm, he provides flat-fee financial planning and serves diverse clients including self-employed individuals and business owners, distinguishing him with a broad service scope and flexible fee options.
Experience: 17 years
Avg account: $239,757
-
Emily M
Series 63, Series 66
Batavia, NY
Merrill
Emily Marling's 12 years of experience at Merrill in Batavia, NY, and her expertise in wealth management and retirement planning equip her to address estate tax challenges effectively. Her focus on women professionals and parents, combined with a 1.10% AUM fee for managed strategies under $2 million, distinguishes her approach within a large firm setting.
Experience: 12 years
Avg account: $860,085
-
Michael M
Series 66
Batavia, NY
Edward Jones
Michael Marsh in Batavia, NY, specializes in wealth management and multi-generational wealth transfer, making him well-suited for estate tax planning near exemption limits. With 14 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he offers a program fee up to 1.35% annually and serves a diverse client base including retirees and business owners.
Experience: 15 years
Avg account: $246,728
-
Judy T
Series 63, Series 66
Batavia, NY
LPL Financial
Judy Thompson's 29 years of experience and affiliation with LPL Financial equip her to address complex estate tax issues in Batavia, NY, especially for clients managing wealth and retirement plans. Her flat-fee structure and access to a large firm's resources differentiate her from others, offering comprehensive investment solutions and collaboration opportunities for estate planning needs.
Experience: 29 years
Avg account: $399,489
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Batavia, NY
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")