FLFS Advisory LLC

David Gwynn is a financial advisor with FLFS Advisory LLC, holding the ChFC® designation and Series 63 license, and has 57 years of industry experience. His work history includes roles at LPL Financial, Grove Point Investments, H. Beck, Inc., and Finger Lakes Financial Services Inc. He is also a business owner of LaSalle Associates. FLFS Advisory serves individuals, families, trusts, charitable organizations, businesses, and pension plans, offering discretionary investment management and non-discretionary consulting. The firm employs a discovery-based process to create customized investment plans and uses asset-allocation models focused on value and momentum, with options for third-party managers and performance-based fee arrangements for qualified clients.

Nick Twentyfive is a financial advisor at FLFS Advisory LLC with a Series 66 credential and five years of industry experience. He previously worked at Grove Point Advisors and has ownership in N25 Fitness, a fitness-related business. FLFS Advisory serves individuals, families, trusts, charitable organizations, businesses, and pension plans by providing discretionary investment management and separate non-discretionary consulting. The firm uses a discovery-based process to develop customized investment plans and employs asset-allocation models emphasizing value and momentum, with options for third-party managers and performance-based fee arrangements for qualified clients.

Angela Babcock is a financial advisor with FLFS Advisory LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at LPL Financial, Grove Point Investments, and H. Beck, Inc. She has involvement as a notary and holds a non-variable insurance license. FLFS Advisory serves individuals, families, trusts, charitable organizations, businesses, and pension plans with discretionary investment management and non-discretionary consulting. The firm employs a discovery-based process to tailor investment plans and uses asset-allocation models emphasizing value and momentum, offering performance-based fee arrangements for qualified clients.

Alan Deuel is a financial advisor at FLFS Advisory LLC with 24 years of experience in the industry. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at LPL Financial, Grove Point Investments, and H. Beck, and he has been associated with Finger Lakes Financial Services since 2001. FLFS Advisory LLC serves individuals, families, trusts, charitable organizations, businesses, and pension plans by providing discretionary investment management and consulting services. The firm employs a discovery-based process to tailor investment plans to client objectives and risk profiles, utilizing value and momentum asset-allocation models and offering performance-based fee arrangements for qualified clients.

Robert Gwynn is a financial advisor with FLFS Advisory LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at LPL Financial, Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of advising, he is involved in coaching sports and fitness. FLFS Advisory serves individuals, families, trusts, charitable organizations, businesses, and pension plans through discretionary investment management and non-discretionary consulting. The firm uses a discovery-based process to customize investment plans aligned with client objectives, incorporating value and momentum asset-allocation strategies and offering performance-based fee arrangements for qualified clients.