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 clients’ money. We are committed to putting our clients’ 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 “suitable” for their clients.

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

We believe that by putting our clients’ interests first, we can help them to achieve their financial goals.

Peace of mind

Services

Protect your future and your family’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 organization’s goals.
Protect and preserve your legacy with comprehensive estate planning services, including charitable giving and philanthropic strategies.
Take control of your financial future with a comprehensive financial plan that covers all aspects of your finances, including investments, retirement, taxes, and more.
We understand the unique financial needs and challenges facing teachers. Our services are designed to help you make the most of your income and retirement benefits.
Minimize your tax liability and maximize your savings with proactive tax planning that takes a strategic approach to your finances.
Achieve your financial goals with a personalized investment strategy that is tailored to your unique needs, risk tolerance, and investment objectives.

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

5/5

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

Ellen M

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

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 we’ll get back to you promptly.

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