Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. As a Fiduciary Advisor, we are committed to having your best interest in mind when making recommendations and we are devoted to protecting your personal information.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. We are consistently reviewing the teams that we work with and the products that we recommend verifying that they are a good fit for our clients.
Not one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Owner & Investment Executive
David W. Treichler, AIF, CFP™, CLU is the Owner and Investment Executive at Arabella Wealth Advisors. In this role, Treichler provides high net worth investment management solutions to his clients. He brings regional investment experience and strong knowledge in both the retail and institutional markets. Dave specializes in portfolio construction and asset allocation strategies utilizing a holistic team approach.
Treichler, in his previous position as Vice President and Senior Portfolio Manager for the M&T Investment Group in Syracuse, NY, managed over $160 million in client assets and 200 relationships. Prior to being Senior Portfolio Manager, he was the Regional Wholesaler for the MTB Group of Funds and Portfolio Architect supporting New York State and Northeast PA. His other experience includes investment positions with Smith Barney and Northwestern Mutual.
Treichler is a CFP™ certificant, and a current member of the Financial Planning Association and a board member of the CNY Estate Planning Council. Previously Dave served as President of the Estate Planning Council in Ithaca, and President of the Jaycee Network of Ithaca. He has also appeared several times as a guest on WCNY’s “Financial Fitness” and is a member of the Center State Corporation for Economic Opportunity, and the American Association of Individual Investors.
Dave is dedicated to developing lasting relationships with all his clients. He believes in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with Dave is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that he can provide is a roadmap to working toward your financial future. We’re looking forward to using our experience to help you pursue your financial goals.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.