Fiduciary First Advising, Fee-Only Retirement Planner in Rochester NY of Brighton

Fiduciary First Advising is a Financial Planner in Brighton, NY. The firm provides fee-only financial advice and retirement planning for individuals and families in the Rochester area. Christopher Coleman, MBA, serves as the lead advisor, focusing on helping clients navigate investments, IRAs, Roth accounts, 401ks, and 403bs. The practice addresses specific concerns about retirement comfort and wealth growth, aiming to ensure that every dollar is working effectively toward the client's financial stability. Clients often report a sense of relief after establishing a clear financial plan and understanding their current standing.

Christopher Coleman holds an MBA and began developing an interest in financial markets at a young age, influenced by his father, a career banker. He started evaluating stock charts and reading about mutual funds at age 13. His professional approach is shaped by personal experiences, including raising children, managing college costs, and assisting aging parents with long-term care and financial navigation. The firm operates on a fiduciary basis, meaning the advisor acts solely in the client's best interest. The initial consultation is structured as a 20 to 30 minute informal phone call, described as a "Kitchen Table" conversation, where the advisor explains costs and answers questions to determine if there is a good fit for the relationship.

The office is located at 160 Linden Oaks. This address is situated about a quarter of a mile from the Frederick Douglass Community Library and School Number 12. It is also approximately a quarter of a mile from the Rochester Childfirst Network and a short distance from South Avenue. Marie Daley Park is located about a third of a mile away, and the Medical Office Building Bridge is nearby at a similar distance.

Fiduciary First Advising holds a rating of 5.00. The firm emphasizes a direct, transparent relationship with clients, prioritizing their long-term financial well-being over sales commissions. By focusing on fee-only services, the practice aligns its incentives with the client's goals for financial comfort and overall well-being in the Brighton and Rochester communities.