Find a Financial Advisor in Tompkins County, NY

 

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

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We Only Work With The Best Tompkins County 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 Tompkins County, NY


  • Financial Advisor Close to Tompkins County, 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 Tompkins County, 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 Tompkins County, NY

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

  • Population: 102,642
  • % of Population 62 Years and Over: 17.4%
  • Average Home Value: $217,500
  • Average Monthly Housing Cost: $1,195
  • Average Household Income: $83,950
  • 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 Tompkins County, 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

 


Tompkins County, NY Financial Advisor FAQs

Most financial advisors are paid thru commission basis. The average commission is based on a percentage of your investment in a fund which falls between 3 to 6%.
Financial advisors prepare financial plans, provide advice with the goal of meeting an individual's future needs. They are responsible for measuring their client's net worth, coming up with lifetime savings goals that take into account retirement income, family size and tax implications.
Yes. Financial advisors typically provide clients with both the top tier expertise of an investment executive as well as the personalized relationship that can only come from having such a professional as someone on one's side every step of the way.
Do you have a fiduciary responsibility? Registered Investment Advisors (RIA) are highly recommended because they have a fiduciary responsibility to act in the best interests of their clients.