A complete list of active advisors currently associated with Adirondack Retirement Strategies

Warmer can help you find a great advisor at Adirondack Retirement Strategies or one who fits your needs even better.

The firm provides investment management and financial planning services to individual clients, including high-net-worth individuals, through individually tailored portfolios and project-based planning. It reports $18,651,726 in discretionary assets under management and serves roughly 105 clients, and also assists with initial setup and ongoing management of Solo 401(k) plans and Health Savings Accounts. Advisory work is delivered on a discretionary basis using a primarily passive portfolio construction (index mutual funds and ETFs) combined with fundamental and technical analysis to inform allocation and sector decisions; accounts are rebalanced as needed and reviewed at least annually or when triggered by material events. The firm also manages held-away retirement plan participant accounts by connecting client accounts to third‑party platforms (Pontera and Aspire/PCS Retirement) to review and rebalance allocations while avoiding custody of client funds. Compared with many solo independent advisers, the firm explicitly uses third‑party aggregation/platform tools to manage defined contribution and 403(b) participant accounts without taking custody, and it offers complementary ongoing financial planning for clients with $500,000+ in AUM and up to $2,500 in project-based planning for clients with $1,000,000+ AUM. The sole advisor holds professional credentials (including CFP®) and the firm states it does not accept third‑party compensation or recommend outside managers.

To learn more about the advisors currently working at Adirondack Retirement Strategies, 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.