Ithaca Wealth Management

Ithaca Wealth Management is a financial planner in Ithaca, NY, offering fiduciary, fee-only financial planning and investment management services. The firm specializes in serving professionals, Cornell faculty, retirees, and families across the Finger Lakes region, with tailored strategies for high-income accumulators, entrepreneurs, those managing sudden wealth or inheritance, and modern retirees. Their approach emphasizes clarity, tax efficiency, and long-term sustainability, with no minimums, no commissions, and no conflicts of interest. Clients benefit from personalized, goals-based planning, estate integration, and a transparent portfolio strategy focused on approximately 35 world-class companies. The firm holds a 4.70 rating based on client feedback.

Founded by Matt Fox, CMT®, MBA, Ithaca Wealth Management combines decades of financial industry experience with a commitment to education and accessibility. Fox, who teaches at the Ithaca College School of Business and manages its investment program, brings a unique blend of academic insight and practical expertise. His background spans investment analysis, portfolio management, and financial advising, enriched by prior work as a chef. The firm’s philosophy centers on building genuine client relationships, offering clear financial roadmaps that integrate investments, tax planning, and charitable giving. Clients receive a loyalty partnership that reduces management fees over time, reinforcing long-term commitment.

The firm is located at 415 N Tioga St, a short distance from the Tompkins County Court House, the Second Tompkins County Courthouse / Governor Daniel D. Tompkins Building, and Cascadilla Creek, all within a quarter-mile. Nearby, DeWitt Park and the Town of Ithaca Town Hall are just a few blocks away, situated in the heart of downtown Ithaca.

Ithaca Wealth Management maintains a strong online presence with a well-optimized website that search engines read cleanly and consistently. Business information is thoroughly documented across platforms, enhancing visibility and trust. These strengths support the firm’s reputation as a reliable, transparent advisor in the local financial services landscape.

By combining fiduciary integrity with personalized, goal-driven planning, Ithaca Wealth Management stands as a trusted partner for financial clarity and long-term security in Ithaca and the surrounding Finger Lakes community.