Willink Asset Management LLC
We provide financial planning and investment advice the way we think it should be done.
Since 2004 we have operated under the highest fiduciary standard of care. As a CFP certificate holder, Fred Fadel also adheres to the College of Financial Planning Board’s Code of Conduct. The firm has long been one of the few fee only financial planning and investment advisors in upstate New York.
Willink Asset Management LLC does not accept sales commissions or referral fees in any form. Our only allegiance is to our clients.
Knowledge is power. For too long in our industry that knowledge has been asymmetrical; putting clients and their relative lack of knowledge at a disadvantage with financial firms whom too often prey upon that asymmetry for their own; and not their client’s best interest.
We provide services in a number of ways; consults, planning assignments, and ongoing portfolio management. And where appropriate, referrals to professionals whose experience or competence supplements ours.
We offer face to face meetings at our home office or regional and national office sites. More and more clients enjoy working with us remotely through online web meetings. Documents and recommendations are transmitted through secure email servers.
Your accounts are held at well-known national custodians.
Using some novel methods to help you understand your risk tolerance, and to determine saving and spending goals over planned time horizons, or un- planned events, we will work diligently to earn your trust one day at a time.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with you to keep you abreast of opportunities and pitfalls.
Most of all, we look forward to each day that we can help people put their financial house on a solid foundation for the future.
Please check out the features and commentary on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
To view our Firm's ADV, please click here: Willink Asset Management LLC ADV