Family Oriented Financial Planning
Moldenhauer & Associates is an independent, comprehensive financial planning firm founded in 1974 by Richard Moldenhauer. Headquartered in Orchard Park, NY, with an office in Charleston, SC and clients across 35 states, the firm works with individuals and business owners to plan and execute retirement, investment, and estate-related financial programs.
Our focus is on family – your family. The financial decisions you make regarding investments, insurance, and savings will impact the comfort and lifestyle of your family for years to come, under all circumstances. We understand the importance of this perspective, and work with you to take care of the ones you love.
Choosing to work with Moldenhauer & Associates has two very important aspects: Continuity of Service and Quality of Relationship.
Continuity of Service means we expect to be working together for a long time, and we put together the teams of people – experts and professionals – that will continue to work hard for you every step of the way. You can count on top-level service from the dedicated team of experts that will be with you for the long haul.
Quality of Relationship is based on many factors; you can tell when a relationship of any kind is solid and appreciated because everyone treats each other nicely. We believe that people like to work with and help people they like. Our relationship, though very professional, works because we like and trust each other, and value the expertise and the contributions to the process we are both making. You will find that everyone at Moldenhauer & Associates are very approachable and easy to talk to, and you will always be treated nicely.