Michael Chadwick is an Investment Advisor Representative offering unbiased financial advice. This allows Michael and his companies, Chadwick Financial Advisors and Place Financial Advisors, to be highly unique in firm structure - fiercely independent - and proud of it. We don't manufacture any products nor are we "in bed" with any corporate giant who does. The open architecture we have access to is designed to offer an atmosphere where you'll receive personalized advice and counsel in a conflict-of-interest free environment. We've chosen Cambridge Investment Research as our Broker/Dealer - a completely independent firm. Cambridge is not owned by nor is it an affiliate of any corporate giant. Investment advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Helping people improve their financial situations is our mission. One definition of insanity is doing what you've always done and expecting different results. It is true that in order to work towards improving your outcome you'll need a proven, systematic process that is easy to implement and maintain. We've been entrusted to help hundreds of families, businesses, charities and pension funds work towards reaching their goals - truly an honor and a responsibility we do not take lightly - we treat client assets as if they are our own. We can help you protect what you have by making responsible decisions today as well as watching out for your future - helping you avoid potential problems decades down the road. The forethought we put into the process is something many people don't appreciate for years until they realize how important a decision years ago is in their life today. We have a proven process using Moneytrax, our financial modeling system to allow you to see complex financial situations in simple terms - graphs, spreadsheets and pictures. The modeling system will allow you to see how things will likely unfold based on decisions you make today. You can see how each different decision you make today may affect you later in life. After experiencing this tool, many have said it is impossible to make informed decisions without it - we agree. We will communicate with you on a level you can understand to help you make conscious, responsible decisions for you, your family and others that you are responsible for. If you learn through hearing, seeing or doing we will tailor our communications to match your learning style so you'll walk away knowing what was said. Whether you are making decisions for your family, a trust, a pension fund, charities or employees Michael Chadwick can help you towards reaching your goals and achieving your objectives.

Educating the public on how finances work is what we strive to do. Unfortunately there is no formal financial schooling in our educational system today and each person is left to his or her own devices - proceed at your own risk. The apple typically doesn't fall far from the tree so for most of us we do what our parents did. Today's society is so marketing driven that the marketing departments of corporations are working hard to separate you from your money - we are here to help prevent that by responsibly managing the resources you're responsible for. Most people can live well today and simultaneously be well prepared and comfortable for tomorrow with the right advice.

Bryan was the founder and president of Place Financial Advisors. Bryan's life work was based on guiding the financial lives of those that came to seek his counsel and that responsibility was a tremendous honor that he never took lightly. Bryan was a graduate of the University of Connecticut with a degree in Economics and he held the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) professional designations. Bryan was originally from Central New York where he and is wife Jackie lived with their four children, Ryan, Jacob, Abigail and Lauren. In his spare time Bryan enjoyed reading, coaching youth sports and figuring out what the New York Mets have to do to avoid yet another collapse.

Mike and Bryan began in the financial advisory business together in the early 1990s and have each grown their practices in a parallel fashion, often sharing notes, ideas, problems, successes and other issues along the way. There was a fair amount of friendly competition between the two of them as well. Being male they couldn't help themselves and they competed educationally, athletically, as well as in business. They share virtually identical educational backgrounds, carrying the same advanced financial degrees. Mike ran a financial talk radio program and authored many financial columns while Bryan was a financial commentator on TV, the internet and other media. Over the past 15 years they have both built successful and amazingly similar financial advisory practices, helping thousands of local families and organizations achieve their financial goals.

Give to the Bryan M. Place Charitable Fund
Bryan M. Place passed away unexpectedly in January 2010 of an aortic aneurysm. His family and friends have organized the Bryan M. Place Charitable Fund in his honor, recognizing his substantial commitment to the local Manlius community. Bryan took great pride in his Central New York heritage. He was active both with his time and with charitable giving, and served as a board member of Catholic Charities.

The Bryan M. Place Charitable Fund is a not-for-profit fund existing for the express purpose of giving back to the local Central New York community. The Bryan M. Place Charitable fund is a component fund of the Central New York Community Foundation. All funds raised will benefit Catholic Charities of Central New York as well as local area high school athletes.

For more information please visit: www.cnycf.org

For information regarding The Bryan M Place Memorial Manlius Mile, please visit: www.manliusmile.com

Mark joined Chadwick Financial Advisors in February 2010 and works in the Place Financial Advisors office in Manlius, New York. Mark works with clients by utilizing a comprehensive wealth management process. He believes in the importance of a sound financial plan for all stages of life. Utilizing his experience, which includes time as a small business owner, Mark develops customized strategies for the accumulation, preservation and transfer of wealth for individuals and their families. Once he understands the goals of each client, he will recommend and deliver an investment solution that addresses their specific needs and goals and review with them on an ongoing basis.

In addition to individual meetings, Mark speaks to groups on a regular basis to educate and present relevant ideas on the importance of overall financial planning. Mark feels that a well- informed client will utilize a plan for achieving their goals.

Mark began his career as an executive in the sports marketing industry consulting corporations on the most effective ways to leverage their advertising and sponsorship dollars. His work with companies of various sizes has provided valuable experience that he utilizes with clients on a daily basis.

He is active in the Central New York community through his involvement with Centerstate CEO Chamber of Commerce, Hospice of Central New York and as a youth sports coach. Mark also serves on the board of the Syracuse Sports Corporation.

A native of Central New York, Mark earned his Bachelor of Science degree from Springfield College in Massachusetts. He lives with his wife Debbie and their four children Sarah, Scott, Lauren and Brian in Manlius, New York. He enjoys spending time with his family, running, fishing and watching a variety of sporting events. Mark holds the following licenses: Series 7, Series 66, Series 31 and Life, Accident and Health Insurance.