A complete list of active advisors currently associated with The Buffalo Financial Group LLC

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

The Buffalo Financial Group LLC provides ongoing portfolio management and integrated financial planning to individuals, high-net-worth individuals, trusts and estates. The firm reports approximately $17 million in assets under management across 26 client relationships and prepares an Investment Policy Statement for each client; it states a typical account minimum of $250,000 that may be waived. The firm’s investment process combines fundamental company and market analysis, asset allocation, risk/return and correlation analysis, and manager/vehicle due diligence to construct diversified portfolios using mutual funds, ETFs, individual equities and fixed income, with periodic rebalancing. It generally acts with discretionary authority to implement each client’s Investment Policy Statement and discloses that it serves as a fiduciary in retirement-account recommendations, including potential conflicts around rollovers. Noteworthy characteristics include a relatively small client roster for its level of AUM, which implies larger average account sizes and enables tailored IPS-based management and one-time financial planning deliverables rather than separate ongoing planning engagements. The firm notes it does not accept third-party compensation for the sale of investment products, does not participate in wrap or performance‑based fee programs, and does not provide proxy‑voting services to clients.

To learn more about the advisors currently working at The Buffalo Financial Group 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.

Name	Location	Years of experience
Mario Medina Lopez	Choctaw, OK	6

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