Grandfather enjoying time with grandson

Our Story

Since 1891, generations of families have trusted Tompkins Financial Advisors to guide them toward achieving their financial goals and dreams. We’re a holistic financial services firm that focuses on providing customized wealth management, financial planning, and trust solutions to meet the goals of our clients. We don’t just focus on one piece of the puzzle – we deliver customized solutions for each and every client to meet your unique needs.

Helping you live your best life

We work together with you to create, protect and transfer your family’s financial wealth for generations. Our vision is to be the most important trusted advisor for our clients by providing solutions which bring them peace of mind, a sense of security and help them live their best lives. Whatever services you need, for every stage of life, we are here to help.

We work for you

Because of our fiduciary approach, we can act in the best interest of our clients. The advice you get from a wealth advisor should be based on your goals – not the goals of your wealth management firm. To ensure this, we offer no proprietary financial products. As a result, we are able to be independent and objective in our advice.

A strong and stable history

Tompkins Financial Advisors is a part of Tompkins Financial Corporation, one of the nation’s most respected financial organizations. The company is recognized as one of the strongest and best performing financial institutions in the country by many third-party organizations. With more than 130 years of experience assistant client, there’s a reason we’ve been around for such a while.

The Tompkins difference

There are literally hundreds of wealth management firms to choose from. At Tompkins Financial Advisors, we deliver a different client experience. We draw on our long history of providing local service to multiple generations of families. We get to know you and what’s important in your life to understand your complete financial picture.

Our straightforward, transparent approach is delivered by local professionals you know and trust. Our wealth advisors, planners, and trust officers seek to understand not only your financial goals, but the things that matter most in life.

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