We bridge our clients' investments and goals.

FIDUCIARY

Fiduciary isn't a label; it's our foundation, guiding every relationship we build.

UPSTATE

Proudly based in Upstate New York with offices in Syracuse and Buffalo, we partner with clients wherever life takes them.

PRIVATE

Our practice is private and referral-based, allowing us to focus on quality over quantity.

INDEPENDENT

As an independent firm, our loyalty belongs entirely to the clients we serve.

From building wealth to living wealthy.

We help you move from building and investing to living on what you’ve earned. Through active, results-driven management, we guide every step: saving, investing, and spending responsibly. Because managing money doesn’t stop when you retire.

We are likely the financial planning firm you’ve never heard of, and that’s by design.

We don’t advertise. Our growth comes purely from trusted referrals, and our clients stay for decades. As an independent firm, we aren’t beholden to shareholders, production quotas, or proprietary products. This structure allows us the freedom to partner with all major financial institutions, always acting as fiduciaries and focusing 100% on your success.

**We build trust by investing in our relationships**

1,250

Families in our care

$1B

Assets under management

50

Businesses under advisement

Disciplined guidance for every goal

Retirement Income Planning

This may be your first time retiring, but it’s not ours.

Investment Management

Having fiduciary oversight on the assets you place in our care requires us to always act on your behalf.

Financial Planning

Your life changes every day. Your plan should too.

Estate & Insurance Planning

An organized estate is one of the greatest gifts you can leave your family.

Tax Planning

It’s not about how much you make but how much you keep.

Business Planning

We get it. We’re business owners just like you.

Our Credentials

Let's get started.

Buffalo Office

126 Professional Pkwy
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220

Syracuse Office

443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and CenterBridge Planning Group, LLC are not affiliated.

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration
with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.

Reg BI Disclosure Supplement | Form CRS | Investor Pricing | Privacy Policy | Business Continuity Plan

Let's get started.

Buffalo Office

126 Professional Pkwy
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220

Syracuse Office

443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100