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LONG TERM VISION 

INDIVIDUALIZED FOCUS

Stress Less
 
Have a Plan
 
Get Advice
 
Save Time
 
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Whether you are just starting out or have an established investment plan, we provide investment management services to clients utilizing individualized portfolios constructed to best serve their goals and needs.

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Planning for the future can be stressful; having a plan to guide you toward your goals can ease that stress.  One of our Certified Financial Planners™ will work with you to establish step by step plans to help you achieve your financial success.

INVESTMENT
MANAGEMENT
 
FINANCIAL
PLANNING
 
Build Wealth
 

OUR TEAM

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Ezra Cornell

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Robert Pochily

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Nelson Mead, CFA, CFP

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Cathy LaMorie

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Shane O'Neill, CPA, CFP

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Laura Barnhill, Esq.

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Molly O'Neill, CFP

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INDEPENDENCE

We are a fee only firm; this structure eliminates inherent conflicts of interest that exist when an advisor is simultaneously a salesperson for brokerage firm and an advisor to clients.  Our structure allows us to focus solely on the financial best interest of our clients.

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FIDUCIARIES

In our role as Registered Investment Advisors we are required to act, at all times, as fiduciaries.  This means we are ethically bound to put our clients’ interests first without exception.

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PERSONALIZED

Our mission is to provide comprehensive wealth management.  We aim to be proactive in communicating with clients as to better understand and adapt to their evolving needs and to deliver quality investment advice.  Our method allows us to adjust portfolios to our clients’ changing needs over time.

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LONG TERM VISION

We encourage our clients to be long-term investors.  We select investments based on the belief in their long-term success.  As a team we believe that over a long time horizon the market will overcome intermittent volatility and that our clients can benefit from maintaining a mutually determined asset allocation.  

 

CONTACT US

Phone: (607) 391-7080

2415 N. Triphammer Rd., Suite 1

Ithaca, NY 14850

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