Tompkins Financial Advisors

Tompkins Financial Advisors

Banks/Financial Institutions/Services

About Us

We are a wealth management firm that focuses on providing customized wealth management, financial planning and trust solutions to meet the goals of our clients.

We work together with you to create, protect and transfer your family’s financial wealth for generations. Our vision is to be the most important trusted advisor for our clients by providing solutions which bring them peace of mind, a sense of security and help them live their best lives. Whatever services you need, for every stage of life, we are here to help.

The greatest strength of our firm lies in our team approach, the ability to bring all of our resources together to best address each client’s individual situation. Your highly qualified team consists of wealth advisors, financial planners, portfolio managers, trust officers, wealth associates and analysts with distinct responsibilities and strengths. They average more than 20 years of industry experience.

Members of our team hold professional credentials including Chartered Financial Analyst® (CFA®), Certified Financial Planner® (CFP®), Accredited Investment Fiduciary® (AIF®), Accredited Estate Planner (AEP®), Certified Trust and Financial Advisor (CTFA®), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Councilor (CRPC®), Certified Investment Management Analyst® (CIMA®) and Accredited Asset Management SpecialistSM (AAMSSM).

There are literally hundreds of wealth management firms to choose from. At Tompkins Financial Advisors, we deliver a different client experience.

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Welcome AGLOW Salt Spa and Wellness to the Chamber! Wishing you much success with your business at 8665 Sheridan Drive in Williamsville! #ribboncutting #welcome #saltlife #relaxation #chamberofcommerceThanks to @digbuffalo and @forty3north for hosting a great presentation about #Ureeka, a digital community for small business. Check out our post for more info! #smallbusiness #businesstips #digital #success #letsgrowtogether #chamberofcommerceFun night on the party deck @buffalobisons with @bbbupstateny and other area chambers! Thanks to everyone who joined us! #ballpark #networkingevent #bisonsbaseballgame #partydeck #playballThank you to Lisa Coppola of @coppolafirm for leading our sexual harassment prevention training along with Frank LoTempio of @lotempiolawgroup and Greg Gjurich of #EmployerServicesCorp! The employers and employees who attended are now NYS compliant! 
#preventionworks #nyscompliant #beintheknow #businesstipsWelcome @b.well716 to your new home on Main Street in Williamsville! Proud to have you as a member of @amherstchamberofcommerce! #spa #massage #skincare #beauty #bewellWelcome @goodwillwny to your new, bigger store in #Clarence! The Chamber helped cut the ribbon at 8050 Main Street today and there was a line of shoppers waiting to come in! #grandopening #ribboncutting #chamberofcommerce #businessgrowth #shopping #goodwillfindsAre your employees prepared? 
NYS requires businesses with at least one employee to provide sexual harassment prevention training yearly.
Lisa Coppola of @coppolafirm will lead our rigorous program and will be joined by Frank LoTempio of @lotempiolawgroup to answer questions by employers/employees. More info and register at! #sexualharassment #training #employees #knowthelaw #nyscompliantWelcome to the Chamber! Great morning introducing new members to our organization! Let’s grow together!! #chamberofcommerce #orientation #newmembers #getconnected #businessopportunityLunch Mob in the city @bigditchbrewing! Great afternoon of food, beer and networking in the open-air dining area! #getconnected #networking #businessopportunity #chamberofcommerce #lunchmobinthecity