Find a Financial Advisor in Ithaca, NY

 

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We did the hard work of finding trustworthy partners in Ithaca, NY.

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We Only Work With The Best Ithaca Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Ithaca, NY


  • Financial Advisor Close to Ithaca, NY

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Ithaca, NY


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Ithaca, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Ithaca financial advisors.
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How Retirement-Friendly is Ithaca, NY?

  • Population: 30,569
  • % of Population 62 Years and Over: 7.3%
  • Average Home Value: $246,700
  • Average Monthly Housing Cost: $1,232
  • Average Household Income: $61,578
  • New York Total Tax Burden: 12.79% (Highest in U.S.)
  • New York Property Tax: 4.40% (6th Highest in U.S.)
  • New York Individual Income Tax: 4.96% (Highest in U.S.)
  • New York Sales and Excise Tax: 3.43% (22nd Highest in U.S.)



The Top Financial Advisor Firms in Ithaca, NY

 

MERRYFIELD BARNES, LLC

Website

(607) 882-9983

202 East State St., Suite 301

Ithaca, NY 14851

SEC#: 801-72949
Years in Business: 10 years

CORNELL POCHILY INVESTMENT ADVISORS, INC.

Website

(607) 391-7080

2415 North Triphammer Road
Suite 1
Ithaca, NY 14850

SEC#: 801-68467
Years in Business: 14 years

FINGERLAKES WEALTH MANAGEMENT, INC.

Website

(607) 257-1008

450 North Aurora Street

Ithaca, NY 14850

SEC#: 801-69987
Years in Business: 12 years

NEW HORIZON FINANCIAL STRATEGIES, LLC

Website

(607) 275-1275

944 Dryden Road

Ithaca, NY 14850

SEC#: 801-118348
Years in Business: 1 years

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

Website

(800) 878-0668

118 North Tioga Street

Ithaca, NY 14850

SEC#: 801-50883
Years in Business: 26 years

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

Website

(800) 878-0668

118 North Tioga Street

Ithaca, NY 14850

SEC#: 801-50883
Years in Business: 26 years

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

Website

(800) 878-0668

118 North Tioga Street

Ithaca, NY 14850

SEC#: 801-50883
Years in Business: 26 years

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

Website

(800) 878-0668

118 North Tioga Street

Ithaca, NY 14850

SEC#: 801-50883
Years in Business: 26 years

 


Ithaca, NY Financial Advisor FAQs

Financial advisors get paid when their clients make trades. The more money the client invests with the advisor, or in general, the more often they trade, the more interest an advisor will make on their hourly fee.
It depends. It's difficult to provide a simple answer to this question because there are so many variables involved in how much money you have, when you plan on using your money, and what type of advice you're looking for. A lot can change in one year, including how much money you make or the stock market performs. So it's hard to predict anyone's financial needs at any given time with certainty. What is certain however is that if you're not doing anything with your finances at all right now then it would be better for both yourself and your financial position if you did something about it today.
You should have an idea of what type of services you need before you start your search so that you can ask the right questions. Another option is to visit different adviser web sites and see what will be offered for commissions or fees, as well as who can answer specific concerns that are relevant for your situation. When choosing the best financial advisor for your needs, it should be someone with experience in managing other individual investors' money.
There are a number of ways that you can find a qualified financial advisor. You could ask friends and family to see if they know any experienced advisors in your area.