Jake Sadwick, CFP^®

Jake Sadwick was raised in Hilton, NY and graduated from the University of Rochester with a degree in Financial Economics. He has a long-standing passion for delivering thoughtful financial analysis and personalized advice to help clients achieve their goals. Jake began his career at Morgan Stanley, where he worked alongside a team of Financial Advisors specializing in investment management.

In 2019, he joined Allied Financial Partners as a Financial Advisor, driven by his desire to provide clients with a more comprehensive approach to financial planning beyond asset management alone. In 2022, Jake completed his study as a CERTIFIED FINANCIAL PLANNER^TM Practitioner, allowing him to offer an even higher level of fiduciary service.

Jake, now a partner of our firm, believes that helping clients achieve their financial goals begins with understanding every aspect of their financial lives. This holistic approach allows him to provide meaningful financial education, empowering clients to make informed and confident decisions.

Jake lives in Spencerport with his wife, Ashley, and their two dogs. When away from the office you may find him playing men’s league hockey, staying active, and spending time with his friends and family. Jake is looking forward to developing more client relationships and continuing to help his clients define and achieve successful outcomes.