Categories
Financial Planning & ServicesInvestment ManagementRetirement PlanningRisk Management ConsultingStock Brokers & Financial Consulting
Hours:
Monday - Friday 8am - 5pm
Driving Directions:
We are located in Fall Creek, just a couple blocks from the Commons in Downtown Ithaca. We are also available via Zoom video chat, phone, and e-mail.
About Us
Ithaca Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) serving individuals, families, and business executives in Ithaca and the Finger Lakes region.
We were built on a simple premise: everyone deserves access to institutional-quality investment management — without the account minimums, conflicts of interest, or sales pressure that come with the big firms.
Our founder, Matthew Fox, CMT®, MBA, spent five years managing equity portfolios and serving on a $4B investment committee at Tompkins Financial Advisors before launching Ithaca Wealth in 2020. He is one of roughly 4,000 Chartered Market Technicians (CMT®) worldwide — a credential that combines rigorous technical analysis with fundamental research to build portfolios designed to perform across full market cycles.
What we offer:
? Comprehensive financial planning
? Custom investment portfolio management
? Retirement planning and wealth building strategy
? Ongoing advice with full transparency — no commissions, no hidden fees
As fiduciaries, we are legally required to act in your best interest at all times. As an independent firm, we are never bound to proprietary products or paid to recommend specific investments.
If you're in the Ithaca area — or anywhere — and want a second opinion on your portfolio or financial plan, reach out.
?? mfox@ithacawealth.com | ithacawealth.com | (607) 882-1434
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