Hello Investors

It’s a pleasure to be working with you

A financial plan you can believe in

Invest for life’s adventures

You have people in your life who depend on you. So you need a dependable investment plan. How about one that’s socially and environmentally responsible while still being capable of helping you achieve your goals?

At Fingerlakes Wealth Management, we build financial plans around your family, your values and your needs so you’re prepared for every adventure life throws your way.

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Our services

Get going with solid services

You have goals. We have the tools to help you achieve them.

Financial Planning

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Retirement Planning

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Social Responsibility & Impact Investing

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Our Team

Meet your financial guides

Marshall M CFP®

Managing Partner & Advisor

Melissa V

Managing Partner & Advisor

Susan M

Managing Partner & Advisor

Jessica D

Client Services Manager

We're Hiring

Are you a Financial Advisor?

Marshall M CFP®

Managing Partner & Advisor

Melissa V

Managing Partner & Advisor
Our Approach

Going the extra mile for every client

With Fingerlakes Wealth Management, you’ll have everything you need for all life’s adventures.
Hate complex financing tools? Us too. We’ve invested in tools that are easy to understand and highly personalized so you always know what’s going on with your investments.
Your trust means everything. So we work hard to build and maintain it by offering the best personalized service possible.
We’re committed to our clients, the local community, and the environment. That’s why we’re blazing the trail in Impact Investing and Socially Responsible Investing.
No time for extra clicks? Access all the links you’ll need in one, easy to navigate client portal.
From college funds to estate planning, we offer a breadth of service that meets your needs at every stage of life.
Our Blog

Explore the insights

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How to Safeguard Your Future: 3 Simple Steps You Can Take Now

When things feel stressful or uncertain, it can be tempting to give in to the overwhelm and surrender your sense of agency. The future isn’t certain for anyone. But there are things you can do to find your way and find reassurance when things feel chaotic.
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How a Financial Coach Can Help You Get More Comfortable with Money

Money and comfort may not be words you readily associate with one another—or perhaps you only do through wishful thinking. Here’s how working with a financial coach can help you bridge the gap between the two.
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Start Investing in values

Strategic portfolio management

that aligns your goals with your values.