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Fingerlakes Wealth Management

FINGERLAKES WEALTH MANAGEMENT, INC.

Mission protected

Yes

Meets the PBC Index standard

Protected through

  • Statutory benefit corporation
  • Certified B Corporation

What they do

Fingerlakes Wealth Management provides financial planning, retirement, estate, and tax planning services to individuals, families, and businesses. They also offer college funding, impact investing, and financial coaching.

Mission statement
To provide clients with financial clarity and comprehensive wealth management while inspiring corporate and personal responsibility through sustainable and ethical investing.

Status

Private

Statutory form

New York Public Benefit Corporation

Industry

Financial Services & Fintech

Headquarters

Ithaca, New York

Founded

2009

Sources (3)

Added 2026-06-07 · last updated 2026-06-07Informational only; not legal advice. Verify against the sources above before relying on this entry.