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Holistic financial planning to help you live a full, purposeful life.

Your hopes and dreams should guide your financial planning.
Here at Note Advisors, we believe that every plan should be shaped by the values you hold dear. Our experienced financial planning team provides holistic financial planning and behavioral money coaching under one roof, ensuring that your values and financial goals are always aligned to help you create a life well-lived. We serve as your unbiased sounding board, aiming to enhance your relationship with money and help you navigate life’s transitions.
The Full Picture of Financial Planning
For over a decade, we’ve honed our tried-and-true financial planning process, but we tailor the experience to each and every client. As your financial advisor, we are your trusted fiduciary, always acting in your best interest. Our experienced team of Certified Financial Planners (CFP®) create a well-rounded financial plan that integrates the six key areas of financial planning:
- Position (Cash Flow, Credit, and Debt Optimization)
- Taxes (Strategy and Planning)
- Retirement (Income Planning)
- Protection (Risk Management and Mitigation)
- Investments (Strategy and Goals)
- Estate (Legacy Planning)
We also zoom out to explore the ripple effects of your decisions — how one financial decision impacts others, and what that means for your future. We update your plan as life evolves and make sure it always supports what matters most to you.
Although our roots are here in Buffalo, NY, our services extend far beyond Western New York — we work with individuals, families, and business owners across the U.S.
What Our Clients Say
These testimonials are based on the unique experiences of current clients. Testimonials are unsolicited, and no cash or non-cash compensation is provided. Past performance or client experience is not a guarantee of future results.

Ready to Align Your Money with Your Mission?
Schedule a conversation with us today and experience the difference a true fiduciary financial advisor can make.
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