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Our Story

Buffalo Financial Group is an independent wealth management firm with $150+ million in Total Assets Under Advisement (As of January 26th 2024), located in beautiful Western New York.

Buffalo Financial is a full-service wealth management firm providing financial planning and wealth management services to individuals, families and businesses.  In the nearly two decades since Jeremy I. Beck founded our firm, we have helped family after family grow and protect their wealth while achieving their passions and dreams.

We are proud to be partnered with Commonwealth Financial Network, winner of the prestigious J.D. Power Award for “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Years in a Row”. 

Trust and integrity are integral to Buffalo Financial:  all of our advisors, including our founder, have a pristine regulatory compliance record, with ZERO disclosures for customer complaints.

Your Experienced Team of Professionals.

When you partner with us, you get a team that works hard every day and genuinely cares for you. Each of us possesses different strengths, but we have one thing in common: we are passionate about helping you.

Jeremy I. Beck

Founder & CEO

Matthew J. Pitrola


Jacob Wood

Wealth Manager

Trish Del Prince

Chief Operations Officer

Haley Travers

Director of Marketing

Dawn Esslinger

Marketing Coordinator

Tyler Sacco

Client Service & Research Assistant

Gavin Beck

Client Service & Research Assistant

Understanding Our Approach.

We integrate your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.