Overview

Founder entered business in 1971. Current President entered business in 2005. Located in Orchard Park,NY since 1998. Firm employs 13 people including 5 advisers. Focus has been "Financial Planning with a Purpose" where our objective to closely work with clients to help them attain their financial goals related to retirement accumulation and distribution, wealth management, business planning and estate planning. Our clients typically meet face to face with an adviser at least 2x each year. Even clients who move from WNY typically have an audio or video conference at least 2x each year. More time if desired. We are a fee based firm (not commission)..
Our compensation arrangements for staff and advisers is generous and designed to encourage above average client service and development. We offer a excellent benefits plan for all employees to include 401-k and Profit Sharing.
We encourage all staff and advisers to take full advantage of our generous paid holiday and vacation programs, paid education and professional development plans. Any person looking at a career in financial planning should carefully compare the opportunities at Moldenhauer & Assocaites with those at other firms.
We are presently looking to buy or acquire other firms in our region as well as like minded smaller firms in the Eastern United States.

Market
Advisor/RIA
Last Activity
6 months or more

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