Ithaca Wealth is an independent, fiduciary, fee-only practice in the Finger Lakes — built on the idea that you should always understand your own money.
I spent years inside an industry that too often hides behind jargon, opaque products, and fees nobody can explain. I wanted to build the opposite: a practice where the strategy is clear, the costs are flat and disclosed, and you always know exactly what you own and why.
I hold the CMT® and an MBA, and I teach portfolio management at Ithaca College. But the work I'm proudest of is quieter: helping a family make sense of an inheritance, getting a Cornell professor to retire with confidence, talking a young couple off the ledge during a noisy market.
We're legally bound to act in your interest. Not some of the time, all of the time. No exceptions, no asterisks.
One flat fee covers planning and investing. We never sell proprietary products or earn a commission on anything.
No black boxes. A portfolio of world-class companies you can actually understand, line by line.
Most advisors charge the same forever. Ours drops to 0.80% at your 2-year anniversary and 0.75% at your 5-year.
Everybody deserves a real fiduciary. Someone who knows your name, tells you the truth, and puts your interests first. Every time.