Buffalo Valley Wealth Plus

Pierce Edinger is a financial advisor at Buffalo Valley Wealth Plus with a Series 65 credential and less than one year of industry experience. His prior work history includes roles at Susquehanna Community Bank and various positions outside the financial sector. Buffalo Valley Wealth Plus provides investment advisory and financial planning services to individuals, including high-net-worth clients, and nonprofit organizations. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios that emphasize income-generating instruments alongside mutual funds, ETFs, fixed income, and annuities.

Michael Miller is a financial advisor at Buffalo Valley Wealth Plus with five years of industry experience. He holds a Series 65 designation and has been with Buffalo Valley Wealth Plus since 2020. Miller is also associated with Bucknell University, where he has been involved since 2012. Buffalo Valley Wealth Plus provides investment advisory and financial planning services to individuals, including high-net-worth clients, and non-profit organizations. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios that often emphasize income-generating instruments, mutual funds, ETFs, fixed income, and annuities, and offers both discretionary and non-discretionary portfolio management alongside ongoing financial coaching.

Luis Montesinos is a financial advisor at Buffalo Valley Wealth Plus with three years of industry experience. He holds a Series 65 credential and previously worked at Sholley Insurance Agency and Allstate Benefits. Montesinos is also a member of BVWP RE LLC, a real estate holding company. Buffalo Valley Wealth Plus provides investment advisory and financial planning services to individuals, including high-net-worth clients, and non-profit organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to construct portfolios focused on income-generating instruments and offers both discretionary and non-discretionary management alongside financial coaching.

Lance Miller is a Series 65-licensed financial advisor with Buffalo Valley Wealth Plus, where he has worked since 2020. He has five years of industry experience, including prior roles at Mastercard and Viking Trading Group. Outside of advisory work, he is the managing member of Mifflinburg Innovation Works, LLC, a business focused on real estate renovation and community economic development. Buffalo Valley Wealth Plus provides investment advisory and financial planning services to individuals, including high-net-worth clients, and non-profit organizations. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios emphasizing income-generating instruments and offers both discretionary and non-discretionary management alongside financial coaching.