Finish Line Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Finish Line Wealth Management is an independent advisory firm that provides portfolio management and financial planning primarily for individuals and high-net-worth clients, and it also offers consulting and ongoing portfolio management services for pension and other employee benefit plans. Services include bespoke Investment Policy Statements, one-time financial plans, and pension plan consulting such as identifying objectives, recommending money managers, and creating written pension consulting plans.
The firm constructs portfolios using a core/satellite framework with a preference for exchange-traded funds in core allocations and tactical satellite positions, and it offers distinct risk-based strategies ranging from aggressive to conservative. Its investment process draws on fundamental analysis, modern portfolio theory, and quantitative techniques, and the firm generally seeks discretionary authority to implement portfolios consistent with each client’s IPS.
Notably, the firm provides institutional-style portfolio management and pension consulting despite being a very small independent adviser, a combination that is uncommon among peers. It also requires clients to custody assets at Schwab Institutional and discloses receipt of custodial research and services (soft-dollar benefits) that may be considered when selecting a broker-dealer.
Client services
Expertise
Fee options
Financial planning fixed fees range from $500 to $5,000.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.40%
Main office
484 Main Street, Ste2
East Aurora NY 14052
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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