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Your Financial Advisors of Buffalo, NY

Take control of your financial future with our active wealth management solutions. Protect your money and assets with confidence and peace of mind.

Why choose Buffalo First?

We are a Registered Investment Advisor (RIA). This means that we are held to the highest standard of care when it comes to managing our clientsโ€™ money. We are committed to putting our clientsโ€™ interests first, and we will always act in their best interests.

RIAs are held to a higher standard of care than stockbrokers and broker-dealers. Broker dealers are under no such obligation. They must simply offer products that are โ€œsuitableโ€ for their clients.

We charge asset-based fees to manage our clientsโ€™ accounts. This means that our fees are based on the value of our clientsโ€™ accounts. This fee structure is designed to be transparent to align with those of our clientsโ€™.

We believe that by putting our clientsโ€™ interests first, we can help them to achieve their financial goals.

Peace of mind

Services

Protect your future and your familyโ€™s financial security with insurance options tailored to your unique needs and goals.
Get the knowledge and tools you need to make informed financial decisions and achieve your financial goals.
Our institutional consulting services provide customized investment solutions and guidance to meet your organizationโ€™s goals.

Protect your hard-earned money and assets.

Schedule a consultation with our experienced wealth management team today to secure your financial future. Our retirement specialists can provide tailored strategies and solutions to meet your unique needs and goals. Take control of your finances and secure your future now.

What our clients say

๎คด๎คด๎คด๎คด๎คด 5/5

We have trusted Buffalo First Wealth Management for our investment needs. Clear, balanced advice from all advisors

Ellen M

๎คด๎คด๎คด๎คด๎คด 5/5

They have been helping me plan my financial future for a couple years now. Every question gets answered in a timely fashion.

Shawn B

๎คด๎คด๎คด๎คด๎คด 5/5

Buffalo First offers many services along with professionals of the highest integrity and professionalism.

Michael K

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Contact Us

Get in touch with us today and take the first step towards securing your financial future. Our team of experts is ready to help you achieve your financial goals. Fill out the form and weโ€™ll get back to you promptly.