A complete list of active advisors currently associated with ADIRONDACK CAPITAL ADVISORS, llc
Warmer can help you find a great advisor at ADIRONDACK CAPITAL ADVISORS, llc or one who fits your needs even better.
Adirondack Capital Advisors serves individual investors (both non-high-net-worth and high-net-worth), retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary and non-discretionary investment management, financial planning and counseling, retirement plan consulting, and advisory consulting. The firm also assists clients with selection of third-party money managers and offers model portfolios for retirement plan participants. The firm follows a long-term, asset-allocation centered investment approach using fundamental analysis and a blend of actively managed and index-based mutual funds, ETFs, and individual securities, developing individualized investment policies and ongoing monitoring. Adirondack operates as a fee-only adviser that does not sell products, does not receive commissions or soft-dollar compensation, and generally does not charge separately for financial planning, with tax efficiency noted as not being the primary objective. Noteworthy distinctions include managing a substantial asset base with a compact advisory team and an explicit ERISA fiduciary acknowledgement for retirement plan work; the firm also discloses that it may receive compensation for recommending third‑party money managers, which creates a potential conflict of interest. Adirondack routinely uses an institutional custody and brokerage platform that provides ancillary services to the firm, and it does not vote client proxies on their behalf.
To learn more about the advisors currently working at ADIRONDACK CAPITAL ADVISORS, llc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Syracuse, NY
| 21
| |
Syracuse, NY
| 7
| |
Syracuse, NY
| 11
| |
Syracuse, NY
| 11
|
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