Business Details
Your Trusted Financial Partner in Buffalo, NY
Buffalo First Wealth Management is an independent financial planning and registered investment advisory firm dedicated to providing unbiased, client-first advice. Our independence and private ownership allow us to prioritize client needs without conflicts of interest, offering tailored solutions in investment management, retirement planning, tax strategies, and estate planning. With a focus on fiduciary responsibility, we serve individuals and businesses in Western New York, emphasizing transparency, long-term relationships, and community impact. Our team of experienced advisors leverages deep expertise in asset allocation, risk management, and financial education to help clients achieve their goals. We maintain a 100% client retention rate by delivering personalized service and proactive wealth management solutions.Our commitment to ethical standards and continuous market analysis ensures clients receive objective guidance aligned with their financial objectives. As a fee-based firm, we avoid commissions and revenue-sharing arrangements, ensuring our advice remains solely focused on client interests. We specialize in serving teachers, business owners, and families, offering customized plans for retirement, tax efficiency, and legacy preservation. Our holistic approach integrates financial planning, investment oversight, and tax optimization to provide comprehensive wealth management. Recognized as a 2025 Best of 716 Favorite, we remain dedicated to earning client trust through integrity and results-driven service.
Services
Financial Planning
Investment Management
Tax Planning
Estate Planning
Insurance Services
Retirement Planning
Business Consulting
Financial Education
Wealth Management
Portfolio Analysis
Highlights and features
- We are a Registered Investment Advisor (RIA) held to the highest fiduciary standards.
- Our fee-based structure aligns with client interests, avoiding commissions or conflicts.
- 100% client retention rate demonstrates exceptional service and trust.
- Specialized expertise in teacher retirement plans and business financial consulting.
- Comprehensive approach integrating tax planning, investments, and estate strategies.
Associations and certifications
- Registered Investment Advisor (RIA)
What people say
Clear, balanced advice
Answered in a timely fashion
Highest integrity
Professionalism
Trusted guidance
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps for long-term financial security. We analyze cash flow, retirement goals, risk management, and tax strategies to develop actionable plans tailored to individual needs. With a focus on education and implementation, we help clients navigate complex financial decisions while maintaining fiduciary accountability.
Investment Management
We offer personalized investment strategies based on Modern Portfolio Theory and individual risk tolerance. Our team conducts ongoing portfolio analysis, asset allocation, and rebalancing to optimize returns while minimizing volatility. As a fee-based RIA, we avoid conflicts of interest and prioritize client objectives in all investment decisions.
Tax Planning
Our proactive tax planning service identifies year-round strategies to minimize liabilities and maximize savings. We coordinate with accountants to implement tax-efficient investment approaches, retirement contributions, and income management techniques aligned with evolving tax regulations and client financial goals.
Estate Planning
We help preserve wealth across generations through customized estate planning solutions. Our services include charitable giving strategies, trust structures, and coordination with legal professionals to ensure efficient asset transfer while minimizing tax implications and fulfilling philanthropic objectives.
Business Consulting
We provide tailored financial guidance for business owners, including retirement plan consulting, executive compensation strategies, and succession planning. Our fiduciary approach helps organizations implement tax-advantaged employee benefits and investment solutions that align with corporate objectives.
People
Juliana Janson
Financial Planner
MBA-certified financial planner specializing in women's financial empowerment. Provides personalized guidance on budgeting, investing, and retirement planning with over 10 years of experience in client-focused wealth management.
Questions
What financial services do you offer?
We provide investment management, retirement planning, tax optimization, estate planning, and business consulting services tailored to individual and institutional clients.
Are you a fiduciary financial advisor?
Yes, as a Registered Investment Advisor, we are legally obligated to act in our clients' best interests at all times.
How are your fees structured?
We use a transparent asset-based fee structure with no commissions, ensuring our advice remains free from conflicts of interest.
Do you work with teachers?
Yes, we specialize in 403(b) plans and retirement solutions for educators through partnerships with Aspire and Omni403b.
What areas do you serve?
We primarily serve Western New York, including Buffalo, Williamsville, and Orchard Park school districts.
How often do you review investment portfolios?
We provide ongoing portfolio monitoring with quarterly performance reports and regular rebalancing as needed.
Videos
Reviews (3)
Michael Knapp
Jul 10, 2020
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I became an advisor here because I believe in the Registered Investment Advisor (RIA) model. As a consumer, entrepreneur, and accountant, I would look for advisors that have a fiduciary responsibility with fee based compensation. Buffalo First offers that along with professionals of the highest integrity and professionalism. I have one reputation and am very particular about who I do business with. Buffalo First Wealth Management should be on your list of Financial professionals to call.
Ellen Morse
Dec 18, 2018
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We have trusted Buffalo First at Wealth Management for our investment needs. Clear, balanced advice from all advisors
Phil Rot
Dec 17, 2016
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1. They indicate they will work around your schedule but once you signed up, you have to accomodate to their convenience.
2. Beware that when you terminate service contract with them, they will continue to charge their fees to your brokerage account at Scottrade as when this account is opened, it is linked to them as your advisor. So, even if they are not doing anything anymore, ie your money is just sitting in YOUR account and you are managing it yourself after signing papers to tell them not to manage your account anymore and they signed the same document acknowledging this, fees will still
2. Beware that when you terminate service contract with them, they will continue to charge their fees to your brokerage account at Scottrade as when this account is opened, it is linked to them as your advisor. So, even if they are not doing anything anymore, ie your money is just sitting in YOUR account and you are managing it yourself after signing papers to tell them not to manage your account anymore and they signed the same document acknowledging this, fees will still
