Buffalo Valley Wealth Plus
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$83,412,990
Clients
209
Advisors
4
of 4 employees
About
Buffalo Valley Wealth Plus provides investment advisory and financial planning services to individuals (including high-net-worth clients) and non-profit organizations. The firm delivers tailored Investment Policy Statements and offers both discretionary and non-discretionary portfolio management alongside an ongoing financial coaching service.
The firm combines fundamental, technical, charting, and cyclical analysis to build portfolios that commonly emphasize income-generating instruments (preferred stock, master limited partnerships, business development companies, closed-end funds) as well as mutual funds, ETFs, fixed income and annuities. BVWP also uses options and margin strategies and recently added cryptoasset exposure via indirect vehicles (public trusts, ETFs, and industry companies), documenting client risk tolerances and model allocations in each client’s IPS.
Notable distinctions include that several principals maintain licensed insurance-agent roles and an affiliated insurance business that consults on Medicare/ACA and life insurance, and that the firm may recommend commissionable insurance products and annuities in addition to advisory services—a relationship the brochure discloses and acknowledges as a potential conflict of interest. The firm’s offering of a fixed-fee financial coaching track for clients seeking more limited, advisory-lite engagement, along with disclosed outside business activities (real estate interests and nonprofit board service), further differentiates its service mix from many peers.
Client services
Expertise
Fee options
Financial coaching fixed fee of $200 annually, fees are negotiable.
$0 - $750,000: 1.00% $750,001+: 0.75%
Main office
326 Chestnut Street
Mifflinburg PA 17844
Advisors at this office
4
Most active in
Florida · Pennsylvania
Also doing business as
Buffalo Valley Wealth Plus · Buffalo Valley Wealth Plus LLC · Bvwp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Pierce E
Series 65
Mifflinburg, PA
Buffalo Valley Wealth Plus
Pierce Edinger is a financial advisor at Buffalo Valley Wealth Plus with one year of industry experience. He holds a Series 65 credential and has previously worked at Susquehanna Community Bank. Buffalo Valley Wealth Plus provides investment advisory and financial planning services to individuals, including high-net-worth clients, and non-profit organizations. The firm uses 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, and also offers discretionary and non-discretionary portfolio management with ongoing financial coaching.
Michael M
Series 65
Mifflinburg, PA
Buffalo Valley Wealth Plus
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 M
Series 65
Mifflinburg, PA
Buffalo Valley Wealth Plus
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 M
Series 65
Mifflinburg, PA
Buffalo Valley Wealth Plus
Lance Miller is a Series 65-licensed financial advisor with six years of industry experience, currently practicing at Buffalo Valley Wealth Plus since 2020. Prior to that, he worked at Mastercard for five years. Outside of advisory work, Miller is the managing member of Mifflinburg Innovation Works, a company involved in 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 blend of fundamental, technical, and cyclical analysis to construct portfolios with an emphasis on income-generating securities and offers both discretionary and non-discretionary management alongside financial coaching.
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