RBJ Article Explores Customized Financial Planning
A recent article in the Rochester Business Journal on the current trend toward holistic financial planning features Elizabeth Thorley and other area advisers commenting on the topic.
“We have always emphasized that we develop customized plans for people because we spend the time to get to know our clients,” said Thorley.
While holistic planning gains popularity, local financial experts say it's always been this way.
RBJ Article asks the professionals about Investment Risk Tolerance
Elizabeth Thorley explains the benefits of an Investment Policy Statement (IPS). "It helps you to stay disciplined, especially in difficult markets, because it reminds you of why you are invested the way you are and helps you to stay focused on the things you can control."
What's your tolerance for investment risk? Three experts offer advice.
Elizabeth Thorley
2020-2025 Forbes Top Women Best-in-State Wealth Advisors, Elizabeth Thorley received the 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.
InvestmentNews $100M Club: Top Female Advisors 2025, created by InvestmentNews. Presented
9/9/2025, based on data gathered from the January to December 2024. Not indicative of advisor’s
future performance. Your experience may vary.
2025 Elevating Women Award, created by Rochester Business Journal. This award is based on documented hiring and promoting of women, women leadership positions, and equality advocacy. It is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Advisors pay to be considered for this award.
2025 Power List in Banking & Finance, created by Rochester Business Journal. Presented in Oct 2025, based on data from the preceding 12 months. Approximately 80 individuals were considered, 43 were recognized. Advisors may pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit Rochester Business Journal
2025 Rochester Business Journal In the Lead: Best Women-Owned Business Award, created by Rochester Business Journal. The 2025 award was presented in November 2025 based on data gathered in the preceding 12 months. 75 candidates were considered and 33 were awarded. Winners pay a fee to hold out marketing materials. Not indicative of future performance, your experience with this Advisor may vary. Click here for more award information