Updated May 30, 2024
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High Falls Advisors, Inc.

Investment Advisor Firm
Total assets under management$451M
Years in business16+

About High Falls Advisors, Inc.

High Falls Advisors, Inc. is your dedicated partner in navigating the complex landscape of financial planning. Since 2008, they have been guiding individuals and families towards their financial aspirations. Offering a comprehensive range of services, including retirement planning, tax planning, portfolio management, employee benefits counseling, and estate management, they tailor strategies to match your unique goals.

What sets High Falls Advisors apart is their personalized approach. They understand that each financial situation is distinct, and they work closely with you to create a strategy that aligns with your objectives. As fiduciaries, your best interests are their top priority.

The team at High Falls Advisors brings diverse industry expertise, certifications, and personal interests to the table. You benefit not only from a dedicated advisor but also from the collective support and resources of the entire team. They take an integrated approach, with professionals such as CERTIFIED FINANCIAL PLANNER™ practitioners, Certified Public Accountants, Certified Retirement Planning Counselors, attorneys, tax advisors, and benefits specialists collaborating to provide comprehensive financial solutions.

High Falls Advisors anticipates your evolving needs, allowing you to focus on living your life while they handle the intricacies of financial planning. Whether you're accumulating wealth, planning for retirement, or safeguarding your loved ones' future, High Falls Advisors is your trusted financial guide.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Portfolio Management
  3. Income Tax Planning and Preparation

More about High Falls Advisors, Inc.

DesignationsMinimum asset threshold
Registered Investment AdvisorN/A
Firm CRD NumberNumber of advisors
10867811

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than High Falls Advisors, Inc..

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings