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Countryside Financial LLC

EST. AUM
$73,236,814

CONTACTS
1

CLIENT ACCOUNTS
537

Firm Details

Metro area Buffalo
CRD Number 337489
Website countrysidefinancialny.com
Client types

Overview

Countryside Financial LLC is a newly registered independent RIA based in Williamsville, New York, founded in August 2025 and owned by Abbey Gwin. The firm provides wealth management, discretionary portfolio management, and financial planning services to individuals and families. Its advisory solutions are tailored to client goals and include wrap-fee UMA access through AssetMark, direct-at-fund mutual fund management with Capital Group/American Funds, and annuity management via Jackson National. Countryside also offers tiered financial planning packages (Silver, Gold, Platinum), addressing retirement planning, education savings, and holistic wealth strategies. As a fiduciary, the firm emphasizes client-first advice, transparency, and personalized service.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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