# Members Advisory Group

Members Advisory Group is a Bank / Wealth / Trust based in Williamsville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Williamsville, United States
- **Region:** North America
- **Address:** 6750 Main Street, Williamsville, NY 14221, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** membersadvgrp.com
- **LinkedIn:** https://www.linkedin.com/company/members-advisory-group-llc

## Regulatory record

- **CRD number:** 153723
- **SEC file number:** 801-77362
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-08T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

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.

## Offices

- Fredonia, NY, United States
- West Falls, NY, United States
- Oswego, NY, United States
- Liverpool, NY, United States
- Watertown, NY, United States

## Questions

### 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.

## Related profiles

- [Melwood Capital](https://altss.com/profile/melwood-capital)
- [MEMIC](https://altss.com/profile/memic)

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Updated: 2026-08-11T02:43:31.692Z

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