Tompkins Financial Advisors is the wealth management firm of Tompkins Financial Corporation, a leading NY State-based financial services holding company. With more than a century of experience in helping clients to build, protect, and preserve wealth, Tompkins Financial Advisors provides financial planning, investment management, trust services, and estate administration. The firm has regional offices in White Plains, Rochester, and Ithaca. Wealth advisors are also available by appointment at Tompkins Financial affiliate locations including Mahopac National Bank, Tompkins Trust Company, Bank of Castile, and Tompkins Insurance Agencies.

Security and Simplicity.

We provide peace of mind and security to our clients. Our comprehensive range of services enables you to consolidate all of your financial activity in one place. This integrated approach simplifies matters and allows you to spend more time on the things that matter most to you.

Success.

We measure our success by our clients’ ability to reach their goals. We strive to create long-term, lasting value for our clients. As your advisor, we will help you build a solid foundation for financial success—however you may define it.

Collaboration.

We offer you a truly integrated and seamless experience as we partner with your other advisors and counsel who help to design a financial plan that will meet your objectives.  Working as a team, we address your most current needs first and then call on our internal and external experts in specific disciplines as we work through your complete financial picture.  Working collaboratively in teams and with other advisors, we ensure that your comprehensive financial picture is designed to meet your individual needs. Our mission is to create long-term value for all of our clients by providing expert service in the areas of financial planning, investment management, tax, employee benefits, insurance, bank trust and estate planning.

Tompkins Financial Advisors is the brand name used by Tompkins Financial Corporation for the wealth management services offered by its separate subsidiaries Tompkins Trust Company and AM&M Financial Services, Inc. Tompkins Trust Company provides bank trust and asset management services.  Tompkins Financial subsidiary AM&M Financial Services, a registered investment advisor (RIA), offers financial planning, investment, tax, and risk management services. Securities are offered through AM&M subsidiary Ensemble Financial Services, Member FINRA, SIPC.  

Insurance and Investments are not FDIC insured, not Bank guaranteed, and may lose value.