WESTERN NEW YORK FINANCIAL GROUP, LLC

Overview

Western New York Financial Group, LLC is an independent registered investment adviser founded in 2019 and run as an individually owned firm. The adviser targets both individual and family clients alongside small institutional relationships, offering a mix of financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and pension consulting. The firm also operates as an insurance broker, which it integrates into client planning and risk-transfer solutions. Investment approach is equity‑centric. Filings show a clear preference for exchange‑traded equities as the primary vehicle for client exposure, with portfolios built around liquid, traded instruments rather than heavy use of private or illiquid strategies. Fee arrangements are flexible: the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements for planning or consulting work. Western New York Financial Group is not listed as an active ESG investor and is not structured as a multi-state or capital‑allocating adviser.

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Location & Offices