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Members Advisory Group
Members Advisory Group was founded in 2012 to provide integrated wealth management to individuals and high-net-worth families in upstate New York.
Members Advisory Group
Members Advisory Group was founded in 2012 to provide integrated wealth management to individuals and high-net-worth families in upstate New York. The firm operates from its main office in Williamsville, with additional meeting locations stretching from Fredonia to Watertown, indicating a regional footprint that extends across the state's western and central corridors. The firm's service model bundles investment advisory, financial planning, insurance evaluation, tax planning, and portfolio management. This multi-disciplinary approach is delivered on a discretionary and non-discretionary basis, with a stated emphasis on minimizing conflicts of interest through fee-only, independent structuring. The offering is purpose-built for a local clientele that requires coordination across asset allocation, retirement planning, and estate considerations rather than access to proprietary alternative-investment products. The advisory team is led by professionals carrying over 30 years of cumulative industry experience, operating from a network of six meeting locations including Williamsville, Fredonia, West Falls, Oswego, Liverpool, and Watertown. The firm maintains a posture of high-touch, individualized service, scheduling appointments beyond standard business hours. Recent operational activity is not publicly detailed, though the firm's website structure and office expansion suggest steady service delivery rather than episodic capital-events-driven growth. Members Advisory Group's structural distinction lies in its geographic concentration and service breadth for a boutique independent RIA. Rather than chasing national scale or product manufacturing, the firm has built a multi-office presence across a defined regional corridor, coupling fiduciary investment management with tax and financial planning. This architecture allows the firm to function as a comprehensive family office for clients who lack the $100-million-plus balance sheet that typically warrants a dedicated single-family office.
General information
Firm type
Bank / Wealth / Trust
Year founded
2012
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Williamsville
Corporate office
6750 Main Street, Williamsville, NY 14221, United States
Additional offices
Fredonia, NY, United States · West Falls, NY, United States · Oswego, NY, United States · Liverpool, NY, United States · Watertown, NY, United States
Frequently asked questions
Who runs investment decisions at Members Advisory Group?
The firm does not publicly name individual investment committee members or portfolio managers. Its website references a team of experienced professionals with over 30 years of combined industry tenure, suggesting a collective decision-making structure rather than a single named CIO.
How does Members Advisory Group charge for its services?
As a registered investment adviser, the firm operates on a fee-only basis. Its Form ADV would detail specific fee schedules, but the firm markets its independence and fee-only structure as a mechanism to minimize conflicts of interest compared to commission-based brokers.
Is Members Advisory Group a single family office?
No. The firm is an independent registered investment adviser serving multiple clients rather than a single-family office managing one family's capital. It functions as an outsourced chief investment officer and financial planner for a regional client base.
What is Members Advisory Group's known posture on alternative investments?
The firm's public materials emphasize personalized financial planning, portfolio management, and tax strategy, and do not highlight alternative investments such as private equity, venture capital, or hedge funds. Its service description suggests a focus on traditional asset-class portfolio construction for its clientele.
Where does Members Advisory Group maintain a physical presence?
The firm's main office is in Williamsville, New York. It lists additional meeting locations in Fredonia, West Falls, Oswego, Liverpool, and Watertown, creating a network across western and central upstate New York.
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