Dakota
Dakota
Book a Demo
Talk to an Expert

Independent Planner LLC

EST. AUM
$500,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Buffalo
CRD Number
Website independentplanner.com
Client types

Overview

Independent Planner is a Williamsville, New York–based wealth practice delivering planning-led portfolio management for individuals and retirement plans. The team focuses on understanding client goals, risk tolerance, cash-flow needs, and timelines before constructing strategies. Core services include portfolio management, 401(k) plan services, financial planning, and insurance planning. Advisory services are delivered through Private Advisor Group, a registered investment adviser, while brokerage and custody are provided via LPL Financial. The practice emphasizes independence, open-architecture access to investments, and ongoing reviews to align portfolios with changing objectives.

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