Golf Committee

Business Person of the Year Celebration (Co-chair)

Executive Committee

Bachelor of Science

Richard Dougherty - Financial Advisor in Pittsford, NY | WiserAdvisor.com

At Echelon Wealth Advisor, clients interests are our priority. We know that clients entrust us 
with more than money; you trust us with your family's financial future. With that comes the 
responsibility to listen, always put your interests first, and provide you with the tools and 
resources to acheive your objectives. We help our clients answer life's most important questions: Will you have enough money to live independently for the rest of your life? Do you understand how much retirement will cost and are you on track to meet your goals? How do you efficiently leave your money to your family and not to the government? We recognize there are no shortcuts in acheiving our clients objectives. By implementing 
consistent processes in everything we do, Echelon is committed to providing great value.

Echelon Wealth Advisors, LLC

Alecia is a CERTIFIED FINANCIAL PLANNER&trade; practitioner with 11 years of experience advising clients. Her practice focuses on issues of pre- and post-retirement investment management, income and estate-distribution planning for individuals and families. 
The CFP&reg; designation is an imperative credential that is instrumental in her application of the comprehensive financial-planning process she uses with clients. Alecia is an alumnus of Xavier University and graduated Magna Cum Laude with a degree in Finance and Marketing. Alecia presently holds Series 7, 9/10 and 66 FINRA Licenses in addition to her Life, Accident and Health Insurance license. 
Alecia is also a member the of Small Business Council and the Beta Gamma Business Fraternity. She serves as a mentor in the CFP Board WIN-WIN Mentoring Program which provides advice and support to prospective female CFP&reg; professionals. In this role, she helps ensure that women who are interested in financial planning understand the unique benefits of the CFP&reg; certification and receive guidance through the process.

After earning a Bachelor of Business Administration from Nazareth College with a concentration in Economics in 2008, Amanda began her career at Lincoln Financial Advisors. This proved to be a natural follow up to her formal education in finances, dealing with day to day applications of the principles studied at Nazareth College. Additionally, Amanda continued her formal education; earning her New York State Life, Accident, and Health Insurance license, FINRA Series 7, and is currently studying for her Series 63 securities license. 
In her free time, Amanda enjoys spending time with family and friends, her families cottage on Keuka Lake, and traveling.

As a firm, we work with individuals in all aspects of finanical planning.  We will help you create a strategy that is appropriate for whatever it is you are trying to accomplish (retirement, college, family assistance, income).

We will work with clients to identify goals, timeframes and risk thresholds.  This is done by completing a questionnaire and backing into the appropriate asset allocation.

We help clients answer/plan for the following:

Are you on track to meet your goals? Should you be saving more/less?  Do you have a strategy in place to meet your monthly cash flow needs?  Do you know what your company, Social Security and Medicare benefits are and how they fit into your overall strategy?  Are you aware of required minimum distributions?

We can assist clients with this process. It's typically a two step process.  First you would have to establish an IRA with a financial firm, then request rollover documentation from your employer.

Insurance can be a very powerful tool, if uses appropriately.  Based on your unique situation insurance may or may not be appropriate.

Very similiar to insurance annuities are not for everyone.  Based on your unique situation would dictate whether an annuity is beneficial for you.

As a firm, we employ an estate planning attorney.  We can customize a solution based on your wishes.

We have a very good network of CPA's that we refer to.

Education funding can be very scary for some people.  If done appropriately this can be done in a very effective manner.

Clients can engage us for advice on a flat fee basis.  Assets do not have to be held with our firm to do business with us.

Richard Dougherty

Echelon Wealth Advisors, LLC

The Art of Financial Planning

About Echelon Wealth Advisors, LLC

General Information

Services

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Disclosures

Disclaimer