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 advises individuals, high‑net‑worth households, trusts, estates and business entities, offering comprehensive financial planning, investment management, investment consulting, tax planning and preparation, and trustee services. The firm serves clients on both discretionary and non‑discretionary bases and provides retirement plan rollover guidance and recommendations for unaffiliated sub‑advisers when appropriate. Portfolios are built from strategic asset‑allocation models (equity, balanced and conservative mixes) using mutual funds, ETFs and separate account managers, with ongoing monitoring and periodic rebalancing. The firm employs a limited tactical overlay to overweight or underweight asset classes as opportunities arise and, notably, may use borrowing in separately managed accounts as part of portfolio implementation — a practice that is relatively uncommon among peers. Managing roughly $847 million in client assets across several hundred client relationships, Seneca integrates an in‑house tax function (including tax planning and preparation) with its investment advice and maintains team credentials such as CPA, CFP and CFA. The firm also accommodates nonstandard situations — for example, private real estate, tax‑credit partnerships, low‑basis or legacy holdings, and trustee arrangements or standing letters of authorization with annual surprise verifications — which distinguish its operational and service mix from many similarly sized advisory teams.

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.

You can also browse Seneca Financial Advisors LLC's office locations.