Moldenhauer & Associates

Moldenhauer & Associates is a financial planner in Orchard Park, NY. The firm provides investment and wealth management services, retirement distribution planning, and multigenerational wealth strategies. With a 4.60 rating, they serve clients by focusing on personalized solutions, tax-efficient distribution strategies, and helping families prepare for the transfer of wealth to the next generation.

This family-owned firm has been providing financial guidance since 1974. Founded by Richard Moldenhauer, the practice has evolved from an insurance-focused firm into a comprehensive wealth management practice. The team, which includes Richard's son, Brett, utilizes a structured three-step process involving discovery, challenge assessment, and the implementation of a tailored investment philosophy. Their approach emphasizes understanding a client's complete financial picture to create clear spending guidelines and sustainable retirement plans.

The office is located on W Quaker St, near South Davis Elementary School and Orchard Park Middle School. The location is also a short drive from Yates Park and the Pavilion.

The firm is known for its dedication to client interests and its ability to provide specific, unambiguous advice that cuts through complexity. They are recognized for their long-standing history of serving the community through many decades of economic changes, maintaining a reputation built on trust, communication, and attention to detail.

Moldenhauer & Associates remains dedicated to helping families navigate their financial journeys with confidence and purpose in Orchard Park.