Seneca Financial Advisors LLC
Seneca Financial Advisors LLC is an SEC-registered investment advisory and financial planning firm headquartered in Rochester, NY, with an additional office in Washington, DC. The firm provides objective, independent advice through personalized financial planning and wealth management services designed primarily for affluent individuals, corporate executives, retirees, and multigenerational families. The team, led by CEO Stephen G. Green, specializes in customized portfolio management and tailored financial strategies and is committed to exceptional client service. Seneca Financial Advisors was formed in 2010 and currently manages $260 million in assets with a boutique staff serving a discerning clientele.
Investment Strategy
Seneca Financial Advisors employs a highly personalized, fiduciary-based investment strategy centered around individual client needs, long-term financial goals, and wealth preservation. The firm develops customized portfolios for each client, focusing on risk management, diversification, and financial planning as integrated services. Their approach often utilizes a broad array of asset classes and investments, guided by a commitment to objective, independent advice and ongoing portfolio monitoring. Comprehensive financial plans guide clients through asset growth, protection, and succession planning, aligning with the unique requirements of affluent individuals and families.
Top Holdings
Equity Positions (63)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 10.36% | $31.7M | 146,988 | $142.73 | $215.79 | +$1.5M |
S SCHG | SCHWAB STRATEGIC TR | 8.50% | $26.0M | 815,791 | $31.96 | $31.91 | +$2.7M |
G GOVT | ISHARES TR | 7.31% | $22.4M | 967,866 | $22.64 | $23.12 | +$1.6M |
S STIP | ISHARES TR | 6.77% | $20.7M | 200,487 | $103.13 | $103.36 | +$10.1M |
S SCHM | SCHWAB STRATEGIC TR | 6.74% | $20.6M | 696,167 | $35.84 | $29.64 | +$3.9M |