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Arron Cramer
CFP®, AFC®, CSLP®
Paradigm Wealth Partners
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are...
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Beren Anderson
LUTCF®
BSA Wealth Advisors
As your financial planner, it's our fiducial responsibility to ensure the advice presented is in your best interest, and it supports decisions that protect your family, businesses, and investments. ...
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Marc Bernstein
Stone Creek Advisors, LLC
Stone Creek Advisors is a fee based, fiduciary, investment management firm headquartered in Buffalo, NY. We employ a data driven, disciplined, repeatable process to take the emotion out of...
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Lance Huebner
CFP®
GFC Planning
GFC Planning exists to help people feel more confident in their financial life by addressing what matters most to them. We do so by simplifying the complexities of financial life, reducing stress,...
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Damian Lombardi
Parallel Financial
Parallel Financial was co-founded by Anthony Mahfood and Brian Boughner in 2013. After experiencing the financial collapse of 2008 and seeing firsthand how the financial industry put their interests...
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Kevin Christopher
Excelsior Wealth Partners
Excelsior Wealth is a premier asset management firm, that is in the business of finding innovative investment solutions and great investment ideas. Our experience, personalized approach, and...
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Latest Blog
11 min read
05 Feb 2026
Things to Know About Investment-Grade Bonds
Bonds are a type of investment, just like stocks, but they work very differently. Stocks are traded in the equity market, while bonds are traded in the bond market. So, what exactly are bonds? In simple terms, a bond is a loan. But instead of you borrowing money, you are...
12 min read
03 Feb 2026
The Advantages and Disadvantages of Market Timings
You may have probably heard phrases like “timing the market” or even that “market timing does not work, and what matters is time in the market.” These ideas are often thrown around in conversations, sometimes as advice and sometimes as caution. The truth is, market timing is simply an investing...
12 min read
28 Jan 2026
What is Investment Analysis and Why is it Important?
Say you want to invest in equity. Now, that is a great start. Investing is a good way to build wealth and achieve your long-term goals. But before you invest, you need to get down and do some research. Putting your hard-earned money just anywhere does not make sense now,...
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When it comes to building and handling a portfolio, it often feels like a two-person job...
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