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About Us

  • Who we are

    Tompkins Financial Advisors is a wealth management firm that offers a full suite of services. We take tremendous pride in our comprehensive approach to serving our clients’ best interests, a key factor in our 95+% client retention rate.

  • What we do

    We work toward protecting your family's financial health for generations. No matter where you are, our team can help get you on the path to where you want to go. We specialize in our client relationships and strategies that yield lasting results.

  • How we do it

    Our holistic approach to financial guidance starts with establishing a personal relationship. Once we understand your values and goals, we’ll tailor our recommendations so you can pursue your dreams.

  • What makes us different?

    We believe in common sense investing, which combines “Right Kind, Right Reason” diversification with an effective risk management. We match each client's financial resources with their financial liabilities and goals, rather than simply trying to generate maximum investment return.

    Our asset management services are available based on a stated fee schedule, ensuring you and your wealth advisor are focused on the same goal: to protect the long-term performance of your investment portfolio.

  • Our investment philosophy

    We focus on providing customized investment solutions to meet the goals of our clients. As a fiduciary, we are committed to placing our clients’ interests first. We endeavor to achieve cost effective, consistent, risk-adjusted returns for our clients during all economic climates and business cycles.

    We understand that each of our clients has a unique set of financial needs and objectives, and a diverse set of client goals necessitates a diverse set of investment solutions. We provide a selection of investment models that can be used individually, or combined strategically, through multi-asset classes and active and passive investment strategies. Rather than being restricted by a single investment strategy, we prefer the client’s specific situation to dictate the type of investment portfolio utilized. 
     
    We take pride in acting as an independent and unbiased financial advisor to our clients. We take a team approach when it comes to disciplined and prudent investing. The investment committee is tasked with the responsibility of monitoring our portfolios and making all investment decisions. The committee has decades of collective experience in the financial markets and applies time-tested investment principles that focus on fundamental research and technical analysis. 

Fast Facts:

Assets Under Management

$
4
billion

Our History

Founded over 175 years ago in central New York, Tompkins Financial Advisors has distinctly American roots. As part of Tompkins Financial Corporation, we have a long history of creating lasting value for our clients, our communities and our shareholders. Through our unique blend of talent, local management and personal attention, we are able to offer customized solutions that affirm your interests at all times.

Thanks to our knowledge and experience gained across financial disciplines and multiple economic cycles, Tompkins has been recognized for unparalleled performance by leading third party organizations, including The Staton Institute, Sandler O’Neill & Partners and KBW (Keefe, Bruyette & Woods). Our fiduciary approach encapsulates our continuing commitment to transparency and trust.

Our Values

We protect, invest and strategize. At Tompkins Financial Advisors, we work as a team. By holding ourselves to the highest fiduciary standard, these are the qualities we are committed to fulfilling:

History

Through both good and difficult economic times, we have served generations of clients since 1891.

Integrity

A long history of doing the the right thing has allowed us to remain in meaningful relationships with our clients.

Talent

With our highly skilled team of professionals, including CFPs, CPAs, and attorneys, Tompkins provides an unparalleled client experience.

Community

We live and work within the communities we serve, and our clients have easy accessibility to anyone within the organization.

Transparency

Everything we do is simple and visible. We are committed to maintaining a culture of transparency.

Attention

We offer a high level of personal attentiveness as we tirelessly work to fulfill your goals.

Join Our Team

We admire disciplined and motivated individuals. Those are the people that work at our company. At Tompkins Financial Advisors, we’re always looking for qualified candidates to join our mission and help strengthen our team.

Tompkins Cares

We love where we live and are grateful for our local communities. That’s why we value giving back. From charities to endowments and foundations, we enjoy enriching the culture and lives of those around us.

 

Contact Us

Give us a call or send an email. We want to hear from you. 

Hudson Valley

10 Bank Street
White Plains, NY 10606
Phone: 914-946-1277
Fax: 914-946-1886
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Central New York 

119 East Seneca Street
Ithaca, NY 14850
Phone: 607-273-0037
Fax: 607-273-0024
Get Directions

Western New York

179 Sully's Trail
Pittsford, NY 1534
Phone: 585-248-0050
Fax: 585-248-0238
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Southeastern Pennsylvania

1240 Broadcasting Road
Wyomissing, PA 19610
Phone: 610-372-7737
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Southeastern Pennsylvania

1767 Sentry Parkway West
Suite 210
Blue Bell, PA 19422
Phone: 610-372-7737
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Investments and insurance products are not insured by the FDIC, not deposits of, obligations of, or guaranteed by the bank or its affiliates, and are subject to investment risk including possible loss of principal.