Members Advisory Group

Overview

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'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. 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.