Long Run Wealth Advisors acts as a fiduciary providing comprehensive advisory services to a range of clients, from people just starting out in their careers to high-net-worth individuals. Our clients include business owners, physicians, dentists, lawyers and contractors. We also provide institutional asset management to nonprofits, endowments, trusts, foundations and retirement plans.
Our clients each have unique objectives and rationales for choosing Long Run. Some clients choose us because they don’t have a financial plan and need help budgeting and developing a long-term financial strategy. Other clients choose Long Run for peace of mind – these clients may have been focused on saving for retirement, but never had the time to actively manage their own portfolios or assess if their investments would allow them to achieve their personal and financial goals. Still others are successful individuals and business owners who choose Long Run to assist with tax planning strategies and generational wealth transfer. No matter what their reason, Long Run serves as a trusted advisor focusing on the individual goals and dreams of clients.
The firm is located in the Adirondack Park, in the historic Olympic Village of Lake Placid. While Long Run advises clients throughout the U.S., the majority of our clients reside in Lake Placid and neighboring communities of Saranac Lake, Tupper Lake, Keene, Keene Valley, Wilmington, Malone, Saratoga, Glens Falls, Plattsburgh, and Burlington, Vermont.
Long Run recognizes the differences in the lives and businesses of our clients and we are committed to providing you with personalized financial guidance to help you achieve your goals, whatever they may be.