Decisional Wealth Advisors LLC- Financial Advisor Fayetteville, NY

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About Decisional Wealth Advisors, LLC

Decisional Wealth Advisors (DWA), a leading comprehensive fee-based Registered Investment Advisor (RIA) specializing in providing personalized financial planning services in Syracuse and Rochester, NY. We are not your typical "financial advisor" or "stockbroker" in fact, we are the opposite. We are Fiduciaries, and we provide unbiased investment and financial planning advice that is in our client's best interest and not our own. It's that straightforward.

Our primary goal is to empower individuals, families, and business owners with financial literacy in a new and innovative way. Understanding your finances leads to genuine interest. At DWA, we prioritize secure and prosperous futures through financial planning, investment management, retirement income planning, and tax management.

Whether you are just starting your financial journey or seeking to optimize your current financial standing, John is here to guide you every step of the way. By entrusting your financial planning needs to you gain a trusted partner dedicated to your financial success.

Reach out today to schedule a no-obligation consultation and unlock the path toward achieving your financial dreams.

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General Information

Firm Start Year

2023

No. of Employees

Firm CRD#

326684

Name of Custodial Firm

Charles Schwab, American Funds

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

John has spent nearly a decade advising individuals and institutions on their finances and guiding them to positive outcomes. John graduated with honors from SUNY Oswego with a degree in accounting, followed by working for a large regional public accounting firm where he assisted individuals and institutions with accounting and tax solutions. Given his background in accounting it was a natural path to transition into the financial planning industry where he has worked for the last 5 years helping individuals, families, and business owners plan for and retire confidently. John is a CERTIFIED FINANCIAL PLANNER^" and a Fiduciary to his clients and prospective clients. With a fiduciary duty to clients, John takes the responsibility of acting in your best interest with the utmost concern.

Outside of work John enjoys spending time with his wife and 3 children, coaching youth sports, playing golf and watching anything sports related. John was a member of the 2008 Syracuse University Men's Lacrosse National Championship team and remains an avid lacrosse spectator.

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Life, Health, Annuity, Accident

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$12,356,719

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets

Education

Bachelor's Degree - Business

Le Moyne College
09/07/2009 -05/26/2011

Bachelor's Degree - Accounting

SUNY Oswego
09/01/2012 -05/17/2014

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891557/paladinregistry-Decisional-Wealth-Advisors,-LLC-detailed-disclosure.html

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Decisional Wealth Advisors, LLC