Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > new york > williamsville

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Buffalo, 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 Buffalo, New York

Last Updated - May 25, 2025

Buffalo has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 13 non-vetted advisors in your local area. These retirement advisors in Buffalo, New York have an average of 16 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

List of Qualified Retirement Planning Advisors in Buffalo, New York

VERIFIED

Nicholas J Efthemis
CFP^®, CRPS^®
Emergent Wealth Advisors, LLC

Qualifications
CRD# 2821400
Firm CRD# 6363
Series 7, 65, 66

Minimum Assets Required
$100,000

Address

5500 Main Street,
Suite 260,
Williamsville, NY 14221 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

6500 Sheridan Drive,
Suite 110,
Amherst, NY 14221 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, 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

Find An Advisor

Top 13 Retirement Planning firms in Buffalo, New York (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	6500 Sheridan Drive, Suite 200, Williamsville, NY, 14221	$1,297,442,303	6654	40	A percentage of AUM, Hourly charges, Fixed fees
2	305 Spindrift Drive, Williamsville, NY, 14221	$953,830,582	5873	21	A percentage of AUM, Hourly charges, Fixed fees
3	200 International Drive, Williamsville, NY, 14221	$645,557,984	741	7	A percentage of AUM, Fixed fees
4	6565 Main Street, Williamsville, NY, 14221	$565,612,204	1379	6	A percentage of AUM, Hourly charges, Fixed fees
5	Sheridan Meadows Corporate Park North, 6400 Sheridan Drive, Suite 132 Williamsville, NY, 14221-4842	$525,271,810	638	7	A percentage of AUM, Fixed fees
6	6750 Main Street, Williamsville, NY, 14221	$349,303,034	1306	6	A percentage of AUM
7	5500 Main Street, Suite 260, Williamsville, NY, 14221	$202,893,297	901	6	A percentage of AUM, Fixed fees
8	1825 Maple Road, Suite 240 Williamsville, NY, 14221	$149,578,434	829	5	A percentage of AUM, Hourly charges, Fixed fees
9	300 International Dr, Suite 100 Williamsville, NY, 14221	$92,500,000	547	2	A percentage of AUM, Fixed fees
10	5214 Main Street #200, Williamsville, NY, 14221	$87,448,238	142	1	A percentage of AUM, Fixed fees
11	7606 Transit Rd, Suite 100, Williamsville, NY, 14221	$76,656,085	448	4	A percentage of AUM, Hourly charges, Fixed fees
12	2809 Wehrle Drive, Suite 9 Williamsville, NY, 14221	$60,730,929	268	3	A percentage of AUM, Hourly charges
13	6225 Sheridan Drive Suite 102, Williamsville, NY, 14221-5806	$42,550,999	276	1	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Buffalo, New York

WNY ASSET MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 153872

Assets Under Management $1,297,442,303

No. Of Clients6654

Clients Per Financial Advisor166

WNY ASSET MANAGEMENT, LLC is a financial advisory firm situated in Williamsville, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6654 clients. The team consists of 40 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
Education seminars/workshops

View Full Profile

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 144733

Assets Under Management $953,830,582

No. Of Clients5873

Clients Per Financial Advisor280

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Williamsville, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5873 clients. The team consists of 21 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
Selection for other advisors
Education seminars/workshops

View Full Profile

DOPKINS WEALTH MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 124209

Assets Under Management $645,557,984

No. Of Clients741

Clients Per Financial Advisor106

DOPKINS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Williamsville, New York. With a nearly $646M assets under management, the firm specializes in crafting personalized retirement planning solutions for 741 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
Fixed fees

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

View Full Profile

NORTHCAPE WEALTH MANAGEMENT

Find an Advisor

QualificationsFirm CRD# 312350

Assets Under Management $565,612,204

No. Of Clients1379

Clients Per Financial Advisor230

NORTHCAPE WEALTH MANAGEMENT is a financial advisory firm situated in Williamsville, New York. With a nearly $566M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1379 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

View Full Profile

OGOREK WEALTH MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 105707

Assets Under Management $525,271,810

No. Of Clients638

Clients Per Financial Advisor91

OGOREK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Williamsville, New York. With a nearly $525M assets under management, the firm specializes in crafting personalized retirement planning solutions for 638 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
Fixed fees

Financial Planning Services

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

View Full Profile

MEMBERS ADVISORY GROUP, LLC

Find an Advisor

QualificationsFirm CRD# 153723

Assets Under Management $349,303,034

No. Of Clients1306

Clients Per Financial Advisor218

MEMBERS ADVISORY GROUP, LLC is a financial advisory firm situated in Williamsville, New York. With a nearly $349M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1306 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

Financial Planning Services

Portfolio management for individuals and/or small businesses

View Full Profile

EMERGENT WEALTH ADVISORS, LLC

Find an Advisor

QualificationsFirm CRD# 174845

Assets Under Management $202,893,297

No. Of Clients901

Clients Per Financial Advisor150

EMERGENT WEALTH ADVISORS, LLC is a financial advisory firm situated in Williamsville, New York. With a nearly $203M assets under management, the firm specializes in crafting personalized retirement planning solutions for 901 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
Fixed fees

Financial Planning Services

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

View Full Profile

FLORIAN FINANCIAL GROUP LLC

Find an Advisor

QualificationsFirm CRD# 123869

Assets Under Management $149,578,434

No. Of Clients829

Clients Per Financial Advisor166

FLORIAN FINANCIAL GROUP LLC is a financial advisory firm situated in Williamsville, New York. With a nearly $150M assets under management, the firm specializes in crafting personalized retirement planning solutions for 829 clients. The team consists of 5 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

View Full Profile

BENTHAM WEALTH ADVISORS

Find an Advisor

QualificationsFirm CRD# 332035

Assets Under Management $92,500,000

No. Of Clients547

Clients Per Financial Advisor274

BENTHAM WEALTH ADVISORS is a financial advisory firm situated in Williamsville, New York. With a nearly $93M assets under management, the firm specializes in crafting personalized retirement planning solutions for 547 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

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

View Full Profile

AMAZZ INVESTMENT MANAGEMENT, INC.

Find an Advisor

QualificationsFirm CRD# 126545

Assets Under Management $87,448,238

No. Of Clients142

Clients Per Financial Advisor142

AMAZZ INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Williamsville, New York. With a nearly $87M assets under management, the firm specializes in crafting personalized retirement planning solutions for 142 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses

View Full Profile

BUFFALO FIRST WEALTH MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 168937

Assets Under Management $76,656,085

No. Of Clients448

Clients Per Financial Advisor112

BUFFALO FIRST WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Williamsville, New York. With a nearly $77M assets under management, the firm specializes in crafting personalized retirement planning solutions for 448 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

View Full Profile

SHIELD WEALTH ADVISORS

Find an Advisor

QualificationsFirm CRD# 309538

Assets Under Management $60,730,929

No. Of Clients268

Clients Per Financial Advisor89

SHIELD WEALTH ADVISORS is a financial advisory firm situated in Williamsville, New York. With a nearly $61M assets under management, the firm specializes in crafting personalized retirement planning solutions for 268 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

View Full Profile

CAMBRIDGE ADVISORS, LLC

Find an Advisor

QualificationsFirm CRD# 158928

Assets Under Management $42,550,999

No. Of Clients276

Clients Per Financial Advisor276

CAMBRIDGE ADVISORS, LLC is a financial advisory firm situated in Williamsville, New York. With a nearly $43M assets under management, the firm specializes in crafting personalized retirement planning solutions for 276 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
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
Publication of periodicals and newsletters

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?

Get Matched With Planners

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.