Company profile
Ithaca Wealth Management
Fee-only financial planning for Ithaca professionals, Cornell faculty, and families.
- Industry
- Financial Services
- Employees
- 1
- Headquarters
- Ithaca, New York
- Founded
- 2020
- LinkedIn followers
- 103
- Office locations
- 1
Ithaca Wealth Management company summary
Ithaca Wealth Management is a company in the Financial Services industry, headquartered in Ithaca, New York, founded in 2020. On LinkedIn the company has around 1 employees and 103 followers. Its listed specialties include financial advisor, financial planning, investment management, portfolio management, retirement planning.
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About Ithaca Wealth Management
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
Specialties
Where is Ithaca Wealth Management located?
Ithaca Wealth Management lists 1 location.
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Frequently asked questions about Ithaca Wealth Management
What does Ithaca Wealth Management do?
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
How many employees does Ithaca Wealth Management have?
Ithaca Wealth Management has around 1 employees on LinkedIn.
Where is Ithaca Wealth Management headquartered?
Ithaca Wealth Management is headquartered in Ithaca, New York.
When was Ithaca Wealth Management founded?
Ithaca Wealth Management was founded in 2020.
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