Forge Financial Advisors is a boutique financial services firm based in Fairport, New York, specializing in personalized financial planning and wealth management. The firm is committed to guiding individuals, families, and business owners through life’s financial complexities with clear, client-centered advice. Their approach is grounded in comprehensive planning, tailored investment strategies, and ongoing support designed to align with clients’ long-term goals. As a fiduciary, Forge Financial Advisors places client interests first, demonstrating transparency and integrity in every engagement.

Offering both financial planning and investment management, the firm seeks to build lasting partnerships that evolve as client needs change. Forge Financial is notable for its individualized attention and commitment to education, helping clients understand their options and make informed decisions. The firm serves a diverse client base, including retirees, professionals, and small business owners seeking succession planning. As an independent advisory firm, they offer unbiased advice unencumbered by proprietary products or sales quotas.

Website: https://www.forgefinancialadvisors.com/

Key Services:

– Comprehensive financial planning
– Investment management & portfolio design
– Retirement income planning
– College savings strategies
– Insurance analysis and risk management
– Estate and legacy planning
– Business succession planning
– Fiduciary, fee-based advisory services