Dakota
Dakota
Book a Demo
Talk to an Expert

Fingerlakes Wealth Management

EST. AUM
$285,398,000

CONTACTS
3

CLIENT ACCOUNTS
1,328

Firm Details

Metro area Rochester
CRD Number 149709
Website fingerlakeswm.com
Client types

Overview

Fingerlakes Wealth Management is a fiduciary wealth management and financial planning firm founded in 2009 that works with individuals, families, and small businesses to build comprehensive financial plans. They focus on fiduciary-first advice, personalized client service, and financial clarity to help clients pursue their financial goals with confidence. The firm is also a Certified B Corporation, reflecting a mission to balance financial performance with social and environmental impact.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy