A complete list of active advisors currently associated with Finish Line Wealth Management, LLC

Warmer can help you find a great advisor at Finish Line Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Finish Line Wealth Management, LLC, 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.

Name	Location	Years of experience
Nicholas Dirienzo	East Aurora, NY	5

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