Orchestral Financial Group Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Orchestral Financial Group serves individual and high‑net‑worth clients with financial planning and discretionary investment management, and also provides advisory services to sponsors of employer‑sponsored benefit plans under ERISA. The firm offers both ongoing portfolio management and standalone financial planning, and typically bills investment management as a percentage of assets under custody.
The firm combines macroeconomic analysis with fundamental security selection and technical analysis to set allocations and trade timing, using trend‑following, stop‑loss rules, and occasional hedging strategies. Portfolios may include a broad set of asset categories beyond standard equities and bonds — including precious metals, natural‑resource securities, cryptocurrency‑related instruments, and foreign currency pairs — and the firm monitors accounts daily as part of active management.
A distinctive feature is that an advisory representative also practices law through a separate law office; the brochure discloses that clients who retain that attorney for legal services pay separate compensation and will receive written disclosures to address the conflict of interest. The firm also requires institutional custody relationships (Fidelity) and documents its ERISA 3(21)/3(38) plan‑fiduciary offerings, reflecting a small, hands‑on practice that blends investment advice with access to in‑house legal and plan‑sponsor advisory capabilities.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees typically range from $1,500 to $10,000
$5,000 - $75,000: 1.50% $75,001 - $150,000: 1.25% $150,001 - $500,000: 1.15% $500,001+: 1.0% $50,000+: 0.35%
Commission received by licensed insurance agents for sale of life and long-term care insurance products
Financial planning hourly fees range from $125 to $300 per hour
Account minimum: $50,000 Fee-only: Financial planning fees on hourly basis from $125 to $300 per hour; Fixed fees from $1,500 to $10,000
Main office
1404 Sweet Home Rd., Ste 8
Amherst NY 14228
Advisors at this office
2
Most active in
New York
Also doing business as
Orchestral Financial Group Inc. · Orchestral Financial Group, Inc.
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:
Lawyer
They provide legal services, typically billed separately.
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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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
Advisors at this firm
Daniel W
Series 65
Amherst, NY
Orchestral Financial Group Inc.
Daniel Webster is a financial advisor at Orchestral Financial Group Inc. in Amherst, NY, with four years of industry experience. He holds a Series 65 designation and has worked at Orchestral Financial Group since 2019. Webster also co-founded Environmentally Helpful Products LLC, an unrelated business venture established in 2007. Orchestral Financial Group provides financial planning and discretionary portfolio management primarily for individual investors, trusts, and estates, as well as advisory services for employer-sponsored benefit plans. The firm employs a top-down macroeconomic and firm-level fundamental analysis approach combined with technical analysis to construct diversified portfolios across multiple asset classes.
Michael B
CFP®, Series 63, Series 66
Amherst, NY
Orchestral Financial Group Inc.
Michael Birenbach is a CFP® with six years of industry experience, currently advising at Orchestral Financial Group Inc. in Amherst, NY. He has been with Orchestral Financial Group since 2007 and worked previously at Signator Investors, Inc. from 2004 to 2005. Outside of investment advising, he provides tax preparation services seasonally and is also licensed to sell life and long-term care insurance. Orchestral Financial Group serves individual and high-net-worth clients with financial planning and discretionary investment management, as well as advisory services to sponsors of employer-sponsored benefit plans under ERISA. The firm employs a blend of macroeconomic analysis, fundamental security selection, and technical analysis to actively manage portfolios across a range of asset categories, including alternative investments and hedging strategies.
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