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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.

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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.

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What Our Clients Say

Note provided me with valuable professional counsel regarding my estate planning after my husband passed away. I also engaged in wealth coaching, which had a lasting impact and helped me in the planning process. I now feel that I can pass on his legacy and mine in a way that defines our core values. I’m so blessed to be working with the team at Note. They are truly the total package!

Judy Trapp

Meeting with the team at Note Advisors is a collaborative experience. It is a true partnership based on helping me plan my best life. For anyone looking for a financial advisor that helps you make the best life choices, Note Advisors is the firm for you.

Christina Abt

Note Advisors has a fantastic team of advisors to help you get to where you want to be! They have helped my wife and I with our personal short and long-term financial planning. Note has also been able to help make and implement important goals and ideas for my business’s growth and advice on succession planning for the future.

Mark Strub

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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