Find Top Financial Advisors in Cicero, New York

Matt founded Excelsior Wealth Partners to focus on client needs without a corporate agenda. He specializes in working with clients to provide wealth management and financial planning solutions to address their financial needs.

Matt is a financial author with a series of podcasts, blogs, and books on relevant topics facing today's pre-retirees, retirees, and wealth management clients. His most recent book, How to Eat an Elephant - 11 Retirement Mistake to Avoid, was released in 2021. Excelsior Wealth Partners has become well-known for helping clients with the complicated retirement process.

Matt is a graduate of St. Bonaventure University where he earned a Bachelor's Degree in Finance. He is a graduate of The American College's CFP® Certification Curriculum as well as obtaining his Chartered Life Underwriting designation.

He resides in Manlius, NY with his wife: Shannon and their six children; Alex, Ryann, Campbell, Addison, Athan and Graham. He actively volunteers with the Cystic Fibrosis Foundation of CNY; where in 2018 he received the Champion for a Cure award, and GAMA International. Matt was also awarded the 2016 CNY Transformational Leader of the Year award through the Syracuse Business Journal.

Matt had previously held the position of Managing Director at a Fortune 100 Company where he led that company to a record 6th consecutive US championship as the top performing Managing Director in the county.

Excelsior Wealth Partners offers all-encompassing financial services for our clients. As a well respected investment advisory firm, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. Whether we assist you with your transition into retirement or helping you manage your portfolio risk; Excelsior Wealth Partners can help you achieve your financial goals

Alec Hoke is a Registered Representative and Investment Adviser Representative based in Cazenovia, New York, with more than 30 years of experience in the financial services industry. Through Beacon Wealth Strategies, he works with individuals and business owners on estate planning, retirement income strategies, and business planning strategies. Alec offers securities and investment advisory services through Equity Services, Inc., a FINRA/SIPC member broker-dealer. He does not offer tax or legal advice.

At Beacon Wealth Strategies, we believe wealth is about more than financial successit's about creating the freedom, confidence, and legacy that come with thoughtful planning. The firm partners with clients to deliver comprehensive, personalized wealth management that evolves with every stage of life, emphasizing objective guidance, proactive advice, and relationship-based trust. Key practice areas include estate planning, retirement income strategies, and business planning strategies. Led by Alec E. Hoke in Cazenovia, New York, Beacon Wealth Strategies offers securities and investment advisory services through Equity Services, Inc., a FINRA/SIPC member broker-dealer, and does not offer tax or legal advice.