Gordon Stockman
Advisor at EWM Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Gordon Stockman is a financial advisor at EWM Advisory with over a decade of experience in the industry. He holds a Series 65 designation and has worked at EWM Advisory since 2014, alongside his roles at Efficient Wealth Management Inc. He is also involved with Nextgen Financial Planning Inc., a registered portfolio manager in Ontario, and Sharp Accounting Professional Corp, a CPA firm in Ontario. EWM Advisory serves individual clients, including some high-net-worth individuals, by providing customized investment management, comprehensive financial planning, and project-based consulting. The firm emphasizes passive, index- and ETF-based portfolios with a focus on asset allocation, low costs, and tax-aware strategies, offering personalized service to a small client base.
Expertise
Based on EWM Advisory
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Business sale tax planning
General estate planning guidance
Retirement income strategy
Fee options
Investment Management Stand Alone Service flat annual fee ranging from $60 to $7,500 per year; upfront fee for Comprehensive Financial Planning up to $2,400 (may be waived).
Project-based consulting billed at $250 per hour.
Comprehensive Financial Planning and Portfolio Management fees charged monthly as a combined flat fee and percentage of assets; ongoing financial planning monthly fees range from $75 to $350.
Fee-only: Comprehensive Financial Planning and Portfolio Management: $450 per month plus 0.25% of Assets Under Advisement as one monthly fee; discounts available for portfolios under $1,000,000, with monthly fees as low as $75 and percentage of assets fee customizable to 0.15%. Additional family members or entities may incur an additional $50 per month each. Investment Management Stand Alone Service is flat rate from $60 to $7,500 per year. Comprehensive Financial Planning ongoing fee: $75 to $350 per month plus upfront charge up to $2,400 (may be waived). Project-based consulting: $250 per hour.
Location
1967 Wehrle Drive, Suite 3 099
Buffalo, NY 14221
Most active in
Gordon S has reported serving >5 clients in these states in the last 12 months.
New York
Work history
EWM Advisoy LLC
2014 - Present (12 years)
Efficient Wealth Management Inc.
2005 - Present (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
David H
Series 65
Clarence Center, NY
Cornell Capital Management
Scott M
CFP®, Series 66
Williamsville, NY
Cambridge Advisors, LLC
Timothy M
Series 63, Series 65
Williamsville, NY
Timothy C. Minneci
Matthew M
Series 65
Buffalo, NY
Ibis Capital Management, LLC
Thomas G
Series 65
Kenmore, NY
Glenn Asset Management
Brett K
CFP®
Buffalo, NY
EUDAIMONIA Wealth
Welcome! I’m Brett, and I’m glad you’re here. I’m a proud born and raised Buffalonian passionate about helping others make the most of their money and their lives as they navigate the transition into retirement. In 2019, I founded Eudaimonia Wealth; a fee-only financial planning firm in Buffalo, NY dedicated to helping local families retire on their terms by providing independent, objective advice. At Eudaimonia Wealth, we realize we can’t be all things to all people and don’t pretend to be. We specialize in helping people who are at or near retirement and need help putting the pieces together. We partner with families to help them generate income from their savings, optimize their investments, and create a tax-efficient distribution plan that supports their needs. Eudaimonia (pronounced you-day-mo-nia) is a term from Greek philosophy used to describe an ultimate state that could be achieved by living a life of meaning, purpose, and fulfillment. It was considered to be a state of “peak performance in the art of living,” and represents to the core what I believe real financial planning is all about.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")