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Who We Are

Thoroughbred Advisors is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. With offices in Latham and Queensbury New York, we continue to deliver our brand of planning to the individuals, families and businesses of our region.

We believe the habits you create, tools you implement, and strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity. From the outside, you would perceive that we are in the business of Financial Planning, Insurance and Investments, which would be true, but beyond that, we believe we are in the business of personal development.

If your expectation of Financial Planning is to have a talking head, regurgitating endless facts, you will be sorely disappointed. We pride ourselves on our knowledge and independence of thought, but believe the experience and deep relationships we forge have a huge impact on how this information is received. Regardless of where you are in your journey, we hope you will accept a complimentary meeting to see for yourself what all the buzz is about.

Learn More About Thoroughbred Advisors

Our Process

We are a process and solution driven independent firm, not a product-driven one. We craft individualized financial strategies for each and every one of our clients. 

Our Process

Our Services

Discover the wide array of services we offer our clients. Including Financial Planning, Retirement Planning, Investment Management, Life Insurance and more. 

Our Services

Become a Client

We strive to build long-lasting relationships with our clients, offering education and financial guidance. Learn more about becoming a Thoroughbred Advisors' client.

Become a Client

Become an Advisor

Are you looking to make a career change? Learn more about what Thoroughbred Advisors has to offer both experienced and new Financial Professionals.

Become an Advisor

Assisting our clients in developing a Clear Track to Financial Security and Expanding Prosperity

Contact Us Today

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