Business Details
33 Years
experience
Fee-Only Financial Planning & Investment Management
Since 1993, Rochester Financial Services has provided fee-only portfolio management and financial planning to clients in Rochester, NY and across 20+ states. Our founder, Jeff Feldman, holds a Ph.D. from the University of Rochester, is a Certified Financial Planner, and has been recognized as a Rochester Business Journal Top 25 Money Manager for 11 consecutive years. As one of Rochester's only NAPFA members, we maintain strict adherence to objective, unbiased advisory practices.Our expertise in no-load mutual fund investments and SEC-registered status ensures transparent, conflict-free guidance. With $310 million in client assets under management, we combine academic rigor with practical experience through our appearances in national publications like the Wall Street Journal and Wharton Business Radio. Our practice emphasizes long-term relationships built on fiduciary responsibility and evidence-based investment strategies.
Services
Portfolio Management
Estate Planning
Financial Planning
Investment Advisory
Retirement Planning
Details
- Year established: 1993
Highlights and features
- Founder recognized as Rochester Business Journal Top 25 Money Manager for 11 consecutive years
- Specializes in no-load mutual fund investments with $310 million in client assets under management
- Maintains strict fee-only structure with no product commissions or conflicts of interest
- SEC-registered investment advisor with Ph.D.-level financial research expertise
- Featured in Wall Street Journal, Business Week, and Wharton Business Radio
Associations and certifications
- NAPFA
- SEC Registered Investment Advisor
- Certified Financial Planner
Services
Portfolio Management
Our portfolio management service provides customized investment strategies using no-load mutual funds. We create diversified portfolios aligned with individual risk tolerance and financial goals. With over $310 million in client assets, our SEC-registered advisors employ evidence-based strategies developed through academic research and market analysis.
Estate Planning
Comprehensive estate planning ensures efficient wealth transfer while minimizing tax implications. We coordinate with legal professionals to create tailored plans that protect assets and fulfill legacy objectives. Our approach integrates investment management with estate documentation for holistic wealth preservation.
Financial Planning
Our fee-only financial planning addresses retirement strategies, tax optimization, and long-term wealth accumulation. As NAPFA members, we maintain strict fiduciary standards while developing personalized roadmaps that coordinate investment management with life goals and risk management considerations.
People
Jeff Feldman
Owner
Ph.D. in Economics, Certified Financial Planner, and SEC Registered Investment Advisor with 30+ years experience. Recognized as Rochester Business Journal Top 25 Money Manager for 11 consecutive years. Published in Wall Street Journal and Wharton Business Radio.
Questions
What makes your firm different from other financial advisors?
We operate as true fee-only advisors with no product commissions or conflicts of interest. Our SEC registration and NAPFA membership ensure strict fiduciary standards.
What investment approach do you use?
We specialize in no-load mutual funds with diversified portfolios tailored to individual risk profiles. Our strategies combine academic research with practical market experience.
How are your services priced?
We provide transparent fee schedules through our SEC-mandated disclosure forms. Our fee-only structure eliminates conflicts from product commissions or transaction fees.
Do you work with out-of-state clients?
Yes, we serve clients across 20+ states through virtual consultations and digital document management while maintaining local service standards.
