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 small on purpose. It's how we stay close to the people we serve.
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.