FLFS Advisory LLC

David Gwynn is a financial advisor at FLFS Advisory LLC with 57 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at H. Beck, Inc. and Grove Point Investments, LLC. Gwynn also owns LaSalle Associates, an investment-related business. FLFS Advisory LLC serves individuals, high-net-worth clients, families, trusts, foundations, businesses, and pension plans by providing financial planning, education, and discretionary portfolio management. The firm uses asset-allocation strategies combining direct management and third-party managers, offering a performance-based fee option for qualified clients.

Nick Twentyfive is a financial advisor at FLFS Advisory LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Grove Point Advisors and LPL Financial LLC. Outside of financial advising, he is the owner of N25 Fitness, a fitness business he has operated since 2019. FLFS Advisory LLC serves individuals, high-net-worth clients, families, trusts, foundations, businesses, and pension plans by providing financial planning, education, and discretionary portfolio management. The firm emphasizes a discovery process to create customized plans and uses asset-allocation strategies combining direct management with recommended third-party managers.

Angela Babcock is a financial advisor at FLFS Advisory LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Grove Point Investments, H. Beck, Inc., and Finger Lakes Financial Services. Outside of advising, she is a licensed notary. FLFS Advisory LLC serves individuals, high-net-worth clients, families, trusts, foundations, businesses, and pension plans, offering financial planning, education, and discretionary portfolio management. The firm uses a discovery process to create customized plans and employs asset-allocation strategies combining direct management and third-party managers, including a performance-based fee option for qualified clients.

Alan Deuel is a ChFC® credentialed financial advisor with 24 years of industry experience. He is currently with FLFS Advisory LLC and LPL Financial, and previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Deuel is involved with Finger Lakes Financial Services, an entity associated with his LPL business. FLFS Advisory LLC serves individuals, high-net-worth clients, families, trusts, foundations, businesses, and pension plans, providing financial planning, education, and discretionary portfolio management. The firm uses a discovery process to create customized plans and implements portfolios through asset allocation strategies combining direct management and third-party managers, including a performance-based fee option for qualified clients.

Robert Gwynn is a financial advisor at FLFS Advisory LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of his advisory work, he is involved in coaching sports and fitness. FLFS Advisory LLC serves individuals, high-net-worth clients, families, trusts, foundations, businesses, and pension plans by providing financial planning, education, and discretionary portfolio management. The firm employs a detailed discovery process to create customized plans and uses asset-allocation strategies combining direct management and third-party managers, including a performance-based fee option for qualified clients.