YOUR PRIMARY SOURCE FOR TRUSTED FINANCIAL GUIDANCE

Warwick Valley Financial Advisors is a comprehensive, fee-only financial services firm that specializes in wealth management for individuals and their families.

We believe that educated clients make the best decisions. We provide our clients with sophisticated research, up-to-date tools, and the objective guidance they need to pursue their goals.

Who We Are

Our team of professionals is focused on helping you simplify the demands of managing your wealth, enabling you to devote time to your business, your personal endeavors and your family.

Contact: 845-981-7300 | info@warwickfa.com

Check the background of this investment professional on FINRA BrokerCheck

Ken Ford
Ken Ford, AWMA®, AIF®
Femi Ford, Client Manager

What We Offer

We offer two primary services to our clients, Financial Planning & Investment Management. Whatever your goals for the future may be, when you work with Warwick Valley Financial Advisors, you can expect:

  • Your needs to come first — We will engage with you in an ongoing conversation about your needs, goals, and objectives, to create the financial plan that’s right for you.
  • Objective guidance and advice — With access to leading independent research, we can help you make informed, objective decisions.
  • Investment choice and flexibility — We can help you choose unbiased investment strategies from many of the nation’s leading investment managers.
  • Convenient account access — You can manage your account online anytime, day or night, from the convenience of your own home or office. In addition, easy–to–read account statements keep you informed of all account activity and performance.

Where we Are

Free 403b Guide

FREE GUIDE: WHAT EVERY K-12 EMPLOYEE SHOULD KNOW ABOUT THEIR 403B PLAN

Retirement investing for teachers can be confusing. This guide is an excellent source of information about the various options available to you as a school district employee answering important questions.