Magnolia Wealth Advisors
Buffalo, NY
As your fiduciary, we are first and foremost focused on our clients’ financial goals and act in their best interest.
Magnolia Wealth Advisors
Buffalo, NY
Magnolia Wealth Advisors
Buffalo, NY
Magnolia Wealth Advisors
Buffalo, NY
Magnolia Wealth Advisors
Buffalo, NY
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Our most deeply held principle is loyalty to our clients. Our group is built on a strong commitment to client service and personalized attention based on an understanding of each client's financial goals. Our investment philosophy and approach consist of a disciplined process and planning.”
We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it’s transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
Our independence enables us to impartially evaluate investment strategies, managers, and investment products to best suit your life priorities and investment goals.
Recent Insight
Meet our Team
Bill Markel, CFP®
Senior Partner, Managing DirectorMichael Schmatz, CPFA, CRPC®
Partner, Managing DirectorMichael J. Kreuzer, CFP®
Partner, Managing DirectorPress
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Snowden Lane Partners Included in Barron’s 2020 Top 100 RIA Firms Ranking
September 2020 - Press Release
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Snowden Lane Partners Makes Financial Times 300 Top RIAs List for Fifth-Straight Year
June 2019 - Press Release
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Retirement planning 10 years after the financial crisis
June 2018 - InvestmentNews
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Address Clients’ Volatility Fears Head-On
November 2016 - WealthManagement.com
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November 2016
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When to ignore this client request
May 2016 - Financial Planning
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The Strategic Rationale for Advisors and Accountants to Work Together
October 2015 - On Wall Street
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Obama: Financial advisers must act in clients’ best interest
February 2015 - Baltimore Sun
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September 2014 - Press Release
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Snowden Lane breaks out of Merrill mold, hires four from UBS
October 2014 - Reuters
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Top advisers break away for chance to own equity
October 2014 - InvestmentNews
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Boutique Firm Snowden Lane Adds $400M UBS Team
September 2014 - ThinkAdvisor
Magnolia Wealth Advisors
6400 Sheridan Dr, #220
Buffalo, NY 14221
716-221-3321