A complete list of active advisors currently associated with Seneca Financial Advisors LLC

Warmer can help you find a great advisor at Seneca Financial Advisors LLC or one who fits your needs even better.

Seneca Financial Advisors serves individual and institutional clients, including high‑net‑worth individuals, trusts, estates and business entities, offering comprehensive financial planning, tax planning, investment consulting and ongoing investment management. The firm manages portfolios on both discretionary and non‑discretionary bases and also advises on retirement plan rollovers and related fiduciary matters. The firm builds customized portfolios from a mix of mutual funds, ETFs and separate‑account managers, using a strategic asset allocation framework with a limited tactical overlay and continuous monitoring. It routinely recommends unaffiliated third‑party Sub‑Advisers and separate managed‑account programs — arrangements the brochure discloses can include private investments (for example, real‑estate and oil and gas partnerships) and, in certain separately managed account programs, the use of borrowing or leverage, a practice noted as less common among peer teams. Notable operational features include a relatively large asset base for a small advisory team — approximately $847 million in assets under management with four firm advisors — and arrangements where firm personnel may serve as trustees or the firm is deemed to have custody (including authority to disburse funds via standing letters of authorization), with annual surprise verification procedures described in the brochure. The firm also makes use of third‑party custodians and Sub‑Advisers while stating it does not accept referral or solicitor fees from recommended money managers.

To learn more about the advisors currently working at Seneca Financial Advisors 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.