Countryside Financial LLC

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Client assets under management

$73,236,814

Clients

248

6% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$295,310

About

Countryside Financial provides advisory services to individual and high‑net‑worth clients, offering discretionary portfolio management, financial planning, and management of annuity and mutual‑fund accounts. Its services include participating in a wrap‑fee platform and managing assets directly at fund sponsors when appropriate.

The firm typically manages accounts on a discretionary basis and tailors portfolios to client objectives, using a mix of fundamental, cyclical and modern‑portfolio‑theory approaches and both long‑ and short‑term trading when suitable. It relies on model portfolios and third‑party managers and may allocate client assets to sub‑advisors through the AssetMark platform or adjust mutual fund share classes to fit client needs.

Noteworthy distinctions include that some advisory personnel are licensed insurance agents and the firm offers advisory‑based annuity management with an insurer acting as sponsor and custodian, which can create insurance commission relationships in addition to advisory fees. Although newly registered in 2025, Countryside Financial already manages roughly $73 million in discretionary assets and routinely uses direct‑at‑fund account options and specified institutional custodians.

Client services

Financial planning Portfolio management

Expertise

Annuities Roth conversion strategy Retirement income strategy General retirement planning

Fee options

Fixed

Silver Plan: $500 one-time; Gold Plan: $1,500 one-time; Platinum Plan: $2,500 one-time

Percentage

$0 - $750,000: 1.15% $750,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% > $10,000,000+: Negotiable

Commissions

Insurance commissions earned by licensed insurance agent representatives are separate and in addition to advisory fees.

Project-based

$250 per hour, negotiable

Main office location

Countryside Financial LLC

8600 Main Street

Williamsville NY 14221, United States

Number of offices

Most active in

New York

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 716-256-1330

Advisors at this firm

Patrick S

Series 66

Williamsville, NY

Countryside Financial LLC

Patrick Sheelar is a financial advisor at Countryside Financial LLC with two years of industry experience. He holds the Series 66 designation and has worked at several firms, including Blackridge Asset Management and Peak Brokerage Services. Outside of his advisory role, he is a soccer referee. Countryside Financial serves individual and high-net-worth clients, offering discretionary portfolio management and financial planning through a variety of platforms, including the AssetMark wrap-fee platform and direct mutual fund management relationships. The firm typically operates with discretionary authority, using model portfolios and third-party sub-advisors to implement strategies tailored to client objectives.

Annuities Roth conversion strategy Retirement income strategy General retirement planning

Abbey G

CFP®, ChFC®, Series 63, Series 66

Williamsville, NY

Countryside Financial LLC

Abbey Gwin is a financial advisor at Countryside Financial LLC with 18 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at MetLife Securities Inc. and Blackridge Asset Management, LLC. Gwin is also a licensed life insurance agent. Countryside Financial serves individual and high-net-worth clients by offering discretionary portfolio management, financial planning, and related advisory services. The firm uses a combination of model portfolios, third-party sub-advisors, and direct fund management, and its advisors are licensed insurance agents who may recommend insurance and annuity products.

Annuities Roth conversion strategy Retirement income strategy General retirement planning

Trevor C

Series 66

Williamsville, NY

Countryside Financial LLC

Trevor Cahill is a financial advisor at Countryside Financial LLC with a Series 66 designation and three years of industry experience. His prior work includes roles at Blackridge Asset Management, Peak Brokerage Services, and Equitable Advisors. Outside of his advisory work, he serves as a volunteer firefighter with Getzille Fire Company in New York. Countryside Financial serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and related advisory services. The firm utilizes model portfolios and third-party sub-advisors on the AssetMark platform and offers packaged financial planning engagements alongside ongoing account monitoring.

Annuities Roth conversion strategy Retirement income strategy General retirement planning

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