user avatar

Melissa Vanderhoof

Advisor at Fingerlakes Wealth Management, Inc.

Updated today

Location

Ithaca, NY 14850

Credentials

Series 65

Industry experience

5 years

About

Melissa Vanderhoof is a financial advisor at Fingerlakes Wealth Management, Inc. with five years of industry experience. She holds a Series 65 designation and previously worked at Cayuga Medical Center for seven years. Outside of her advisory role, she serves on the boards of the Tompkins County Public Library Foundation and the Tompkins County Chamber of Commerce. Fingerlakes Wealth Management provides portfolio management, financial planning, and pension consulting to individuals, trusts, retirement plans, and business entities. The firm manages approximately $231.6 million across about 547 client relationships, employing a blend of fundamental and technical analysis with strategies ranging from long-term buy-and-hold to active trading.

Client services

Based on Fingerlakes Wealth Management, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Fingerlakes Wealth Management, Inc.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies General retirement planning

Occupation focus

Based on Fingerlakes Wealth Management, Inc.

Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Pension consulting flat fees ranging from $750 to $10,000 annually for ongoing services

Percentage

<$250,000 - $250,000: 1.000% $250,001 - $500,000: 0.975% $500,001 - $750,000: 0.950% $750,001 - $1,000,000: 0.900% $1,000,001 - $1,500,000: 0.800% $1,500,001 - $2,000,000: 0.700% $2,000,001 - $5,000,000: 0.600% >$5,000,001+: 0.500%

Commissions

Commission-based sales possible through affiliated broker-dealer for non-advisory accounts

Project-based

$250 per hour for financial consulting services, negotiable depending on complexity

Other

Account minimum: $75,000 Fee-only: Hourly consulting services at $250/hour, negotiable; flat fees for pension consulting range from $750 to $10,000 annually

Location

450 North Aurora Street

Ithaca, NY 14850

Most active in

New York

Work history

Fingerlakes Wealth Management, Inc.

2020 - Present (6 years)

Cayuga Medical Center

2013 - 2020 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Samuel C

CFP®, Series 65

Ithaca, NY

S Conway Consulting, LLC

Samuel Conway is a CFP® and Series 65-registered financial advisor with five years of industry experience. He founded S Conway Consulting, LLC in 2018 after working in education and school professional roles from 2011 to 2018. The firm serves individual clients, small businesses, non-profits, and endowments, providing financial planning, wealth management, and consultation on personal and business finances. S Conway Consulting follows a long-term, diversified, buy-and-hold investment philosophy using low-cost index funds, strategic asset allocation, and discretionary portfolio management tailored to clients’ goals and risk tolerances.

Wealth management Passive / index investing College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
user avatar

Thomas E

Series 65

Trumansburg, NY

Evans Capital Partners LLC

Thomas Evans is the sole advisor at Evans Capital Partners LLC in Trumansburg, NY. He holds a Series 65 designation and has three years of industry experience. Evans has been affiliated with Cornell University since 2007. Evans Capital Partners LLC provides discretionary investment management services focused on equity and debt portfolios for individual investors, high net worth individuals, and trusts and estates. The firm employs a value-oriented approach targeting undervalued micro-, small-, and mid-cap equities and debt, maintaining highly concentrated portfolios with sector and international diversification while avoiding leverage and derivatives.

Active portfolio management
user avatar

Thomas P

Series 66

Ithaca, NY

Centennial Wealth Management Inc.

Thomas Poelling is a financial advisor at Centennial Wealth Management Inc. in Ithaca, NY, holding a Series 66 designation with 14 years of industry experience. He has been with Centennial Wealth Management since 2011. Centennial Wealth Management provides discretionary investment management through a wrap-fee asset management program, serving a small client base without a high-net-worth segment. The firm manages a single, non-customized portfolio focused on long-term compounding, utilizing an investment model based on economic indicators and various analytical methods.

Passive / index investing
user avatar

Charles B

Series 66

Ithaca, NY

Merryfield Barnes, LLC

Charles Barnes is a financial advisor at Merryfield Barnes, LLC in Ithaca, NY, holding a Series 66 designation with four years of industry experience. He has been with Merryfield Barnes since 2011. Merryfield Barnes, LLC provides financial planning, consulting, and investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a multi-capitalization investment approach combining fundamental, technical, and cyclical analysis, and customizes portfolios based on client risk profiles and time horizons.

Concentrated stock management Private / alternative investments Options & derivatives strategies
user avatar

Anne C

CFP®, Series 63

Ithaca, NY

Anchor Capital Management, LLC

Anne Chernish is a CFP® with 17 years of industry experience, currently serving at Anchor Capital Management, LLC since 2007. She holds a Series 63 license and is based in Ithaca, NY. Anchor Capital Management is a fee-only SEC-registered investment adviser that provides tailored portfolio management and consulting services to individuals, trusts, estates, and charitable organizations. The firm uses fundamental analysis combined with technical and cyclical tools, incorporates ESG factors, and offers focused investment selections with ongoing monitoring aligned to client objectives.

Active portfolio management ESG / Sustainable investing
user avatar

Arndt P

Series 63, Series 65

Ithaca, NY

Centennial Wealth Management Inc.

Arndt Poelling is a financial advisor at Centennial Wealth Management Inc. in Ithaca, NY, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with Centennial Wealth Management since 2011. Centennial Wealth Management provides discretionary investment management through a wrap-fee asset management program, serving a small client base with a single, non-customized portfolio focused on long-term compounding using economic indicators and multiple analytical approaches. The firm operates exclusively through its wrap program and manages client accounts on a discretionary basis.

Passive / index investing
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

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")