Vetted Advisor's Table

Decisional Wealth Advisors, LLC

Tel: 315-877-0554
7000 E. Genesee Street
Building C, Unit 7
Fayetteville, NY 13066
Decisional Wealth Advisors, LLC | Financial Advisor in Fayetteville ,NY

Plan Confidently, Live Freely

About Decisional Wealth Advisors, LLC

Decisional Wealth Advisors (DWA), a leading comprehensive fee-based Registered Investment Advisor (RIA) specializing in providing personalized financial planning services in Syracuse and Rochester, NY. We are not your typical "financial advisor" or "stockbroker" in fact, we are the opposite. We are Fiduciaries, and we provide unbiased investment and financial planning advice that is in our client's best interest and not our own. It's that straightforward.

Our primary goal is to empower individuals, families, and business owners with financial literacy in a new and innovative way. Understanding your finances leads to genuine interest. At DWA, we prioritize secure and prosperous futures through financial planning, investment management, retirement income planning, and tax management.

Whether you are just starting your financial journey or seeking to optimize your current financial standing, John is here to guide you every step of the way. By entrusting your financial planning needs to you gain a trusted partner dedicated to your financial success.

Reach out today to schedule a no-obligation consultation and unlock the path toward achieving your financial dreams.

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General Information

Firm Start Year:   2023
No. of Employees:   2-4
Name of Custodial Firm:   Charles Schwab, American Funds
Number of Years with Current Firm:   1
Work Experience:   John has spent nearly a decade advising individuals and institutions on their finances and guiding them to positive outcomes. John graduated with honors from SUNY Oswego with a degree in accounting, followed by working for a large regional public accounting firm where he assisted individuals and institutions with accounting and tax solutions. Given his background in accounting it was a natural path to transition into the financial planning industry where he has worked for the last 5 years helping individuals, families, and business owners plan for and retire confidently. John is a CERTIFIED FINANCIAL PLANNER" and a Fiduciary to his clients and prospective clients. With a fiduciary duty to clients, John takes the responsibility of acting in your best interest with the utmost concern.

Outside of work John enjoys spending time with his wife and 3 children, coaching youth sports, playing golf and watching anything sports related. John was a member of the 2008 Syracuse University Men's Lacrosse National Championship team and remains an avid lacrosse spectator.
Work with the following types of clients:   Businesses, Non-Profit Organizations, Individual Investors
Advisory Services Provided:   Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning


Investment Types:   Mutual Funds, Exchange Traded Funds (ETFs), Bonds, Annuities
Can meet clients in the following ways:   Your Home, Our Office, Phone, Your Office, Email, Video Conference, Our Offices

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, Life, Accident

Firm Information

Advisor's Number of Clients:   47
Advisor's Number of Managed Clients:   47
Advisor's Number of Planning Clients:   47
Assets Managed by Advisor:   $12,356,719

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Based on Assets


Bachelor's Degree  - Business   Le Moyne College  - Syracuse, NY
Bachelor's Degree  - Accounting   SUNY Oswego  - Oswego, NY


WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures



Registered Investment Advisor:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

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