About Us

About Us

Buffalo First Wealth Management

is an independent financial planning and registered investment advisory firm. We believe our independence and private ownership enhance our ability to provide you with unbiased and objective advice—putting you, our clients, at the heart of our business.

Buffalo First Wealth Management, LLC is truly a fee based financial advisor—we do not sell investment products and we do not receive any commissions, 12b-1 fees, incentives or have any revenue-sharing arrangements with third parties. We do not have any affiliations with investment managers, broker/dealers or administrative service providers. Buffalo First Wealth Management, LLC has no affiliations or financial arrangements with third parties that might distort our objectivity or present conflicts of interest. Because we do not receive compensation from other sources, our sole commitment is to serve each client’s best interests. Please review our ADV Part 2 for additional details. 

We are committed to the communities and clients we serve and take pride in the independence, objectivity and thoughtful counsel we offer families and institutions that trust us with their net worth. Our desire is to keep perpetual focus on this great legacy for generations two, three, four and beyond. This commitment to remain independent is unwavering, so you can rest assured future generations will have the same independent counsel you receive.

A true partnership does not stop at the recommendation. We work diligently with you to implement those recommendations and regularly monitor their performance.

Our dedication to providing exceptional service results in enduring client relationships. We continually work to exceed your expectations. The firm’s nearly 100% client retention rate confirms our commitment to client satisfaction.

The depth of expertise among our personnel is one of our competitive advantages. Some of the areas we provide advice on include: proper asset allocation, portfolio income strategies, comprehensive financial planning, cash flow/budgeting, legacy planning, and retirement plans for small businesses. We do this in an approachable way, tailoring solutions to each client’s individual situation.

Proud to be a 2025 “Best of 716” Favorite

Thank you, Buffalo! We’re honored by your support and the votes that helped recognize Buffalo First Wealth Management as a 2025 Best of 716 Favorite by The Buffalo News. We’re grateful to serve our community and committed to earning your trust every day.

Disclosure: Best of 716 Favorite (2025) is a third-party community recognition program conducted by The Buffalo News. Businesses are nominated and selected based on reader/public voting during the publication’s 2025 program period; investment performance, client account data, or professional credentials are not considered. Buffalo First Wealth Management did not pay to be nominated or to be named a Favorite. After recognition, we may have paid a customary licensing fee to The Buffalo News to use the award logo in marketing materials. This recognition is not intended to be, and should not be construed as, an endorsement or testimonial by any client, nor a guarantee of future investment performance or client experience. Working with a highly rated or recognized adviser does not ensure success. For details on the methodology and voting process, please refer to The Buffalo News “Best of 716” program information.

We Understand.

We respond.

We Are Fiduciaries.

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