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Trust. Experience.
Performance.

Committed to Your Lifetime Goals

We’re an independent advisory firm offering comprehensive financial planning to clients in Rochester, New York, and the surrounding area. As experienced wealth consultants, we serve as your partner as we design plans to help maximize your resources and achieve your lifetime goals.

Teamwork

Delivering
Comprehensive Planning

When you partner with our team, we can help you plan for your future, generate lifetime income for retirement, incorporate healthcare in your retirement years, plan for risk management, maximize Social Security benefits, and address legacy considerations.

Guiding You at
Every Stage in Life

No matter where you are in life—or what your goals are—we have the knowledge and experience to help you every step of the way.

Who We Serve

Nearing Retirement

As you approach retirement, it is time to rethink your strategy.

Living in Retirement

Maximize Social Security and address health care costs.

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Women in Financial Transition

Longer life expectancies mean a greater need for planning.


Young Professionals

Busy professionals must juggle careers, family, and finances.


Socially Responsible Investors

Your deepest values drive your financial decisions.


Offering You Recognized Experience

Elizabeth Thorley received the 2020-2025 Forbes Top Women Best-in-State Wealth Advisors award.

2020-2025 Forbes Top Women Best-in-State Wealth Advisors, 2025 Forbes Top Women Best-in-State Wealth Advisors, created by SHOOK Research. Presented in 02/2025; based on data gathered from 09/2023-09/2024. Not indicative of advisor’s future performance. Your experience may vary. For more information, click here



2025 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2025 based on data gathered from June 2023 to June 2024. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

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Interested in learning more? Schedule a consultation today to see how we can help with all your financial needs.

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An Experienced Team Here to Support You

Our advisors have earned advanced financial planning designations to help serve your needs. Our team offers you more than 95 years of combined industry experience.

Our Process

Elizabeth A. Thorley
MS, CFP®professional, CLU®, AIF®, AEP®

Founder & CEO

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Our History

Elizabeth Marks
CLU®, ChFC®

Associate Wealth Advisor

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Our Values

Susan Jung
ACS®

Client Service Associate

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Our Resources

Leah Granger
MBA, CFP®, AIF®, CSRIC®

Wealth Advisor


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