NOTE Advisors, LLC
SEC RegisteredHolistic Financial Planning & Wealth Management Designed for You.
About the firm
Note Advisors, LLC is a holistic financial planning and wealth management firm based in Buffalo, NY, with services extending across the U.S. Their experienced team of Certified Financial Planners (CFP®) provides holistic financial planning and behavioral money coaching, acting as a fiduciary for individuals, families, and business owners. They tailor their financial planning process to each client, integrating cash flow, taxes, retirement, protection, investments, and estate planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Holistic financial planning and behavioral money coaching, covering six key areas: cash flow, credit, and debt optimization; tax strategy and planning; retirement income planning; risk management and mitigation; investment strategy and goals; and estate and legacy planning.
Who they serve
Individuals, families, and business owners across the U.S.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 465 | $173M |
| High Net Worth Individuals | 53 | $191M |
| Charitable Organizations | 24 | $72M |
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NOTE Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched