Anthony J. Ogorek, Ed.D., CFP®

About Me

About My Firm

Founder and Operating Manager

Certified Financial Planner

Anthony Ogorek is Founder and Operating Manager of Ogorek Wealth Management LLC. Mr. Ogorek has been a Certified Financial Planner licensee and Registered Investment Advisor in Buffalo, New York since 1983. He holds a Master of Arts and a Doctor of Education degree from SUNY Buffalo.

Worth Magazine has cited Anthony Ogorek as one of the 250 Best Financial Advisors in the U.S. He has been chosen as one of Mutual Funds Magazine's 100 Top Financial Planners as well as appearing on Medical Economics Magazine's list of 150 Best Advisers for Doctors.

Mr. Ogorek has been published in Barron's, The New York Times, Mutual Fund News and The Buffalo News. He has been quoted in numerous publications including The Wall Street Journal, USA Today, Money Magazine, and Investor's Business Daily. He has appeared as a guest commentator on PBS' Nightly Business Report and CNBC's Mutual Fund Investor and The Money Club. He was financial analyst for National Public Radio's Buffalo, NY affiliate, WBFO-FM 88.7, for 10 years.

Mr. Ogorek is a member of NAPFA, the National Association of Personal Financial Advisors, and is currently serving a three year term on the NAPFA National Board of Directors. NAPFA is the largest professional association of Fee-Only comprehensive financial advisors in the United States.


Mr. Ogorek has been a Certified Financial Planner licensee and Registered Investment Advisor in Buffalo, New York since 1983. He holds a Master of Arts and a Doctor of Education degree from SUNY Buffalo.

Buffalo NY financial advisor serving Williamsville, NY 14221 and all surrounding areas.

Financial Planning, Retirement Planning, Investment Management, Wealth Management, Portfolio Management, Tax Planning, Charitable Gifting, Estate Planning, Education Planning, Asset Management

You have worked hard to achieve success. Do you have a financial advisor who is working just as hard to help you manage the responsibilities that accompany your success?

As a fee-only privately owned advisory firm, our loyalty is exclusively to our clients. The key to our approach has been the ability to address our clients' immediate financial concerns, while taking the time to help them explore the possibilities for a more fulfilling life.

We invite you to call us to learn more about how our approach to financial planning, retirement planning, and investment management can help you find your unique balance in life. To get started, call our Director of Client Services, Patricia Estill, at 716.626.5000.

You are the client, not your money. This distinction lies at the heart of how we view the relationship we enjoy with our clients. From the very beginning, we have wanted to be more than just a money manager - we have aspired to make a difference in each of our clients' lives by helping them find their unique balance in life.

The success to our approach has been the ability to deal with financial necessities, while also helping clients explore the possibilities for a more fulfilling life. Today it is increasingly difficult for consumers to obtain objective advice. We feel our fee-only model substantially reduces conflicts that can impede the building of trust. This is imperative to the success of any long-term relationship.

To foster our culture of excellence and innovation we have incorporated the industry's best practices into our business. We hope that our culture, philosophy and attention to detail are what you have been looking for.

Going forward we are dedicated to continuing that spirit of excellence and innovation. We strive to exceed client expectations, providing you with the best service that we can while helping you find your unique balance in life.