Fee-only, fiduciary, and a few blocks from the Commons. Every plan, portfolio, and article on this site comes from the same person: this one.
I'm Matthew Fox. I run Ithaca Wealth, a fee-only fiduciary practice on North Tioga Street, and I'm the person clients actually talk to when they call.
Before founding the firm in 2020, I spent five years on the investment committee at Tompkins Financial Advisors, helping oversee more than $2 billion. I hold the CMT® designation and an MBA, and I teach portfolio management at Ithaca College.
The job, as I see it: a plan built around your actual life, a portfolio of businesses you can name, and fees you can see. The best portfolio I can build you is usually a boring one. That's a compliment.
Chartered Market Technician: a three-exam charter in portfolio and market analysis, granted by the CMT Association.
A graduate business degree, applied daily to plans, portfolios, and tax decisions.
Teaches portfolio management at Ithaca College. Explaining investing to college students turns out to be good training for explaining it to everyone else.
Ithaca Wealth is an independent registered investment adviser, legally bound to put clients first and paid only by clients. The details are public in our Form ADV.
A relaxed, 20-minute conversation is enough to see whether we're a fit. No pressure, no pitch.
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