Top financial advisors in Ithaca, 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.
You might need a financial advisor in Ithaca, NY if you're navigating complex estate planning, especially with the risk of estate tax cliffs that can trigger large tax bills just above exemption limits. A common mistake is underestimating how small changes in your estate's value can lead to significant tax consequences.
- Estate tax expertise. Confirm how the advisor plans around exemption thresholds to minimize unexpected tax burdens.
- Local tax knowledge. Ask how they incorporate New York state-specific rules into your overall strategy.
- Experience with high-net-worth clients. Inquire about their approach to managing wealth that could be subject to estate taxes.
- Coordination with legal professionals. Ensure they work closely with your estate attorney to align financial and legal plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Linda P
CFP®, Series 65
Ithaca, NY
Forum Financial Management, Lp
Linda Parks offers expertise in wealth management and retirement plans for business owners, supported by her CFP® certification and 11 years of industry experience. Operating in Ithaca, NY, she provides flat-fee financial planning and sub-advisory services through Forum Financial Management, LP, which emphasizes passive investing with DFA mutual funds and ETFs, distinguishing her approach from others in the area.
Experience: 12 years
Avg account: $1,263,821
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Keith B
CFP®, Series 63, Series 65
Ithaca, NY
Moors & Cabot, Inc.
Keith Baier's 24 years of experience and CFP® certification equip him to address complex estate planning challenges in Ithaca, NY, including managing wealth subject to estate taxes. His firm, Moors & Cabot, serves high-net-worth clients with discretionary portfolio management and negotiates flat or percentage-based fees, distinguishing him with flexible fee structures and a broad client focus.
Experience: 25 years
Avg account: $642,316
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Geoffrey W
Series 63
Ithaca, NY
Lincoln Investment
Geoffrey Wright's 43 years of experience and affiliation with Lincoln Investment, a large firm managing $18.9 billion in assets, equip him to handle complex estate planning challenges in Ithaca, NY, including local tax considerations. His flat-fee options and focus on educators, business owners, and high earners differentiate him by offering flexible pricing and specialized client services compared to other advisors.
Experience: 43 years
Avg account: $157,266
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Walter H
Series 63, Series 66
Ithaca, NY
SPC
Walter Hails Jr. offers extensive experience in general estate planning guidance and tax-loss harvesting, which are crucial for managing estate tax risks in Ithaca, NY. Operating within SPC, a large firm with over 460 advisers and $5.66 billion AUM, he provides flat-fee segmented and comprehensive financial plans, catering to high-net-worth clients and coordinating with legal professionals to align financial and estate strategies effectively.
Experience: 26 years
Avg account: $192,080
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Guillermo R
Series 63
Ithaca, NY
Bolton Securities Corporation
Guillermo Rossi's 16 years of experience and Series 63 designation equip him to address estate planning complexities in Ithaca, NY, especially with Bolton Securities Corporation's expertise in wealth management and tax-loss harvesting. His flat-fee and hourly financial planning options, combined with a client-focused, IAR-driven investment approach, distinguish him from others by offering flexible, customized strategies for high-net-worth individuals and business owners.
Experience: 17 years
Avg account: $761,941
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