Ithaca Wealth Management
Run a free full auditContact Information
-
Address
415 N Tioga St Suite 202
Ithaca, NY 14850 -
Phone
(607) 882-1434 -
Website
ithacawealth.com
Location
About Ithaca Wealth Management
Ithaca Wealth Management is a Financial Planner in Ithaca, NY, located at 415 N Tioga St Suite 202. It holds a rating of 4.70 based on 0 reviews.
The firm provides fiduciary, fee-only financial planning and investment management services to professionals, Cornell faculty, retirees, and families in the Finger Lakes region. Matt Fox, CMT, MBA, founded the firm and serves as Investment Manager. He teaches at the Ithaca College School of Business and helps manage their investment program.
The firm offers goals-based planning, tax planning, and charitable planning. The "Know What You Own" portfolio utilizes a concentrated portfolio of approximately 35 companies. The management fee decreases from 0.85% to 0.75% as clients hit key milestones. Strategies are available for sudden wealth and inheritance, entrepreneurs and business owners, high-income accumulators, and modern retirees.
The firm provides virtual meetings to all clients. In-person meetings are available for clients based in Ithaca, New York, or Memphis, Tennessee.
The office sits on N Tioga St, about a tenth of a mile from the Tompkins County Courthouse and DeWitt Park.
BizScoreAI gives the site a Technical score of 86 out of 100, which means search engines can read the site without errors. The Discoverability score is 75 out of 100, allowing AI crawlers to find every page so the business can be recommended by AI assistants.
Score Summary
BizScoreAI scanned the website ithaca.edu on July 23, 2026. Ithaca Wealth Management has a BizScore of 66 out of 100. The website audit behind the SEO score ran on October 29, 2026.
- AI Visibility49 out of 100
- SEO85 out of 100
- Google rating4.7 out of 5
AI visibility scan by category: AI Discovery 25 of 25 points, Structured Data 0 of 25 points, Content Readiness 21 of 30 points, AI Trust Signals 15 of 20 points.
Website audit sub-scores (out of 100): On-Page 77, Technical 100, Performance 81, Content 83.
Strengths: 7 checks passed. llms.txt, AI Crawler Access, AI Content Blocking, AI-Parseable Headings, Meta Description, About/Team Page, XML Sitemap.
Areas to improve: 8 checks. Structured Data (failed), Google Business Profile Link (failed), LocalBusiness Schema (failed), Third-Party Review Links (failed), Hyperlocal Targeting (warning), Local Multimedia (warning), Q&A Content (warning), Author Signals (warning).
More Financial Planner in Ithaca, New York
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- Tompkins Financial Advisors of IthacaBizScore 58
- Wells Fargo Advisors of IthacaBizScore 58
- Lake Road Advisors of IthacaBizScore 23
Browse: Businesses in Ithaca, NY · Financial Planner in New York · Businesses in New York
AI engine reads
Read by AI engines 4 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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