Keeping an eye on your needs

Niagara Financial Advisors, LLC, a full-fledged wealth management firm, was founded in January, 2001. Our seasoned professionals assist you in designing and developing financial plans and investment strategies based on your current and future needs. Our service offerings, while diverse, are driven by a single objective. To make your financial life healthy and happy.

Our approach

At Niagara, our emphasis is on life planning. We take into account your desire to integrate financial goals with your family and lifestyle. Our professionals try to understand your personal situation and develop a strategy that supports your unique needs and objectives

We offer an integrated approach to financial planning whereby we coordinate all of the financial planning disciplines into a single solution best suited for your personal situation. We want to build a long-term relationship with you and your family and would love to guide you through the broad range of issues you will face over the years and across the generations.

Investment Strategy

Niagara is an independent and fee-only investment management firm. Since we are paid directly by our clients and do not sell commission-based investment products, our advice and recommendations are objective and unbiased. Being fee-only when dealing with investments ties our objectives to yours, increasing your net worth over the long-term.

Our investment model is all about maximizing returns, minimizing taxes and expense and controlling risk through proper diversification. We design our portfolios based on your family needs, risk tolerances and the ground realities of the financial marketplace. When you are with us, be sure you are with people for whom your interest comes first.