Rochester, NY One Bausch & Lomb Place Office

O’Keefe Stevens Advisory is an SEC‑registered, fee‑only investment adviser that provides personalized financial planning, asset management and related consulting to individuals, high‑net‑worth clients, trusts, pension and profit‑sharing plans, charitable organizations and small businesses. As of December 31, 2025 the firm reported approximately $585.6 million in assets under management across 357 client households and manages client accounts on a discretionary basis.

The firm emphasizes a value‑oriented, long‑term approach that seeks securities trading below intrinsic value and prioritizes preservation of capital, using a proprietary checklist to evaluate holdings and strategic asset allocation across equities, fixed income and cash. O’Keefe Stevens supplements portfolio management with ongoing financial planning and consulting, delivers quarterly reporting and annual reviews, and executes trades through custodians Charles Schwab and Fidelity.

What is distinctive about the firm is both its mix of scale and marketing practices: it manages a relatively large AUM for a small advisory team while maintaining no account minimum and operating on a fee‑only, non‑commission basis. The firm’s public materials and website also make use of client testimonials and reference third‑party ratings in its advertising, and its advisors hold insurance licenses (without receiving commissions), a combination of service model and marketing that is less common among peer team firms.