Financial advisors in Buffalo

Your financial planning needs are unique. Our team will go deeper to understand your mindset and what shapes your view on money. Acting as an advisor in your corner, we'll build a strategy with your values, priorities and beliefs at the center.


374 Delaware Ave, Ste 105 

Buffalo, NY 14202


Meet our team

Peter Grogan, CFP®

Managing Director

Mimi R. Schanzlin, CFP®

Managing Director

Cheryl Smith 

Relationship Manager

Deonne Sieroslawski 

Relationship Manager

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