Bentham Wealth Advisors

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Fee-Only Financial Advisor, Buffalo, NY Get Started  Money Ask where to start, how to switch it up as life changes, and how to live the life you want. What We Do Money Coaching Financial Coordination Goal Planning Investment Planning Retirement Planning Insurance Review Education Planning Spending Plan/Budgeting Debt Management Tax Planning Employee Benefit Review Estate Planning Social Security Planning  Financial Planning for pre-retirees and retirees who are age 50+. Get Started  We are proud to have built expertise in serving the following: Retirees College Professors NYS Teachers What our Clients Say Why Choose Us? Fee-Only Fiduciary Our recommendations are based on what’s best for you, not what’s best for our bottom line. We never earn commissions or sell products. CFP® Professional The standard of excellence for financial planners. Transparent Every aspect of our service—from fee structure to investment choices to tax planning strategies—is communicated clearly and openly so you always understand the value you receive. Independent We are not obligated to recommend any particular company’s investments to our clients. Steve Witter, CFP®, CSLP® I am a graduate of SUNY Geneseo and the College for Financial Planning where I earned the certification of CERTIFIED FINANCIAL PLANNER™ professional. I also acquired the CSLP® designation, as a Certified Student Loan Professional™ . I’m passionate about helping retirees and teachers align their finances with their goals and valu

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