Gregory Fetters (CFP®, CPA/PFS)

Gregory Fetters focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

We work best with people who fit our Ideal Client Profile. These clients are in the position to benefit most from our work and are those who value service, advice and a professional relationship.

IDEAL CLIENT PROFILE

  • Investment assets of at least $500,000 and net worth of at least $800,000.
  • Not a Do-It-Yourselfer; sees value in delegating investment and personal financial research and planning to a professional.
  • Total household income of at least $50,000.
  • Owns a home.
  • Is serious about personal financial success.
  • Has important financial goals.

Today is always the best time to get started. Whether you are building assets for the future or seeking to protect, enjoy and pass on assets you already have, Adirondack Asset Management can help you along the way.

Additional Information

Gregory Claude Fetters is a CPA who joined Adirondack Asset Management in 1997 to assist in the financial planning practice.  Greg has been accredited with the CFP (Certified Financial Planner) designation by the Certified Financial Planner Board of Standards and the PFS (Personal Financial Specialist) designation by the American Institute of Certified Public Accountants.  Prior to joining Adirondack Asset Management, Greg obtained his CPA at an International CPA firm and continued in private industry for 18 years in various accounting and finance positions in Philadelphia, New York City and Northern New Jersey.  He relocated permanently to his vacation home in Jay, NY and now looks forward to helping others achieve their own financial security and independence. Greg graduated from Gettysburg College in 1979 with a B.A. degree in Business Administration.

NAPFA Start Date

July 10, 2009

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This Office

2000 Saranac Ave Lake Placid, NY 12946-1295 Phone: (518) 523-4341