A complete list of active advisors currently associated with Adirondack Financial Services Corp

Warmer can help you find a great advisor at Adirondack Financial Services Corp or one who fits your needs even better.

Adirondack Financial Services provides portfolio management, financial planning, pension consulting, 401(k) investment advice and trust management to individuals, businesses, non‑profits and institutional clients, offering both discretionary and non‑discretionary accounts. The firm manages roughly $462 million in client assets and serves several hundred client accounts. Advisory work is guided by a client‑specific investment policy statement that is reviewed at least semiannually and more frequently for client, market or security‑specific triggers. Investment selection uses a documented quantitative and qualitative research process—screening a mutual fund universe of about 27,336 funds across more than 1,600 data points—and emphasizes diversified asset allocation while avoiding frequent trading and illiquid private placements. The firm’s business model includes activities that are less common among peers: several employees are registered representatives supervised by Hazard & Siegel LLC, and AFS operates a licensed insurance agency that offers fixed life, annuities, long‑term care, health, dental, vision and disability products, with associated persons separately registered as insurance agents. Adirondack Financial Services also leverages custodial relationships with Pershing (and a limited number of Schwab accounts) and a third‑party platform for held‑away defined‑contribution accounts, and completed an ownership change in early 2026.

To learn more about the advisors currently working at Adirondack Financial Services Corp, 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.