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Find Retirement Advisors for Retirement Planning in Ithaca, New York

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Ithaca, New York

Last Updated - April 25, 2025

Ithaca has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Ithaca, New York have an average of 18 years of experience.

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List of Qualified Retirement Planning Advisors in Ithaca, New York

VERIFIED

Excelsior Wealth Partners
CFP^®, CLU^®

Qualifications
CRD# 4199324
Firm CRD# NA
Series 6, 7, 26, 63, 65

Minimum Assets Required
$100,000

Address

225 Wilkinson St,
Syracuse, NY 13204 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Richard Dougherty
CFP^®, AIF^®
Echelon Wealth Advisors, LLC

Qualifications
CRD# 5271824
Firm CRD# 39543
Series 7, 66

Minimum Assets Required
$250,000

Address

1159 Pittsford Victor Rd,
Ste 220,
Pittsford, NY 14534 See Details

Advisory Services:

Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning

Compensation/Fee

Fee-Based, Hourly, Commissions, Based on Assets

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Top 5 Retirement Planning firms in Ithaca, New York (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	2415 North Triphammer Road, Suite 1 Ithaca, NY, 14850-1094	$492,150,125	1228	6	A percentage of AUM, Hourly charges, Fixed fees
2	450 North Aurora Street, Ithaca, NY, 14850	$184,536,327	1374	3	A percentage of AUM, Hourly charges, Fixed fees
3	944 Dryden Road, Ithaca, NY, 14850	$183,828,471	975	7	A percentage of AUM, Hourly charges, Fixed fees
4	202 East State Street, Suite 301 Ithaca, NY, 14850	$102,618,190	521	4	A percentage of AUM, Hourly charges, Fixed fees
5	323 Taughannock Boulevard, #8 Ithaca, NY, 14850	$50,395,603	73	4	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Ithaca, New York

CORNELL POCHILY INVESTMENT ADVISORS, INC.

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QualificationsFirm CRD# 145355

Assets Under Management $492,150,125

No. Of Clients1228

Clients Per Financial Advisor205

CORNELL POCHILY INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Ithaca, New York. With a nearly $492M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1228 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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FINGERLAKES WEALTH MANAGEMENT, INC.

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QualificationsFirm CRD# 149709

Assets Under Management $184,536,327

No. Of Clients1374

Clients Per Financial Advisor458

FINGERLAKES WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Ithaca, New York. With a nearly $185M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1374 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

View Full Profile

NEW HORIZON FINANCIAL STRATEGIES, LLC

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QualificationsFirm CRD# 125729

Assets Under Management $183,828,471

No. Of Clients975

Clients Per Financial Advisor139

NEW HORIZON FINANCIAL STRATEGIES, LLC is a financial advisory firm situated in Ithaca, New York. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 975 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

View Full Profile

MERRYFIELD BARNES, LLC

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QualificationsFirm CRD# 159862

Assets Under Management $102,618,190

No. Of Clients521

Clients Per Financial Advisor130

MERRYFIELD BARNES, LLC is a financial advisory firm situated in Ithaca, New York. With a nearly $103M assets under management, the firm specializes in crafting personalized retirement planning solutions for 521 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

View Full Profile

ANCHOR CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 124600

Assets Under Management $50,395,603

No. Of Clients73

Clients Per Financial Advisor18

ANCHOR CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Ithaca, New York. With a nearly $50M assets under management, the firm specializes in crafting personalized retirement planning solutions for 73 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Other (CONSULTING)

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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