B. Riley Wealth Advisors
46yrs
Top advisor by experience in Buffalo
14yrs
Jeffrey Wolniewicz
Financial advisor at Under PAR Planning
Jeffrey Wolniewicz is a fiduciary financial advisor in Buffalo, New York, with 14 years in the industry. After five years at Northwestern Mutual Investment Services, Jeffrey joined Under PAR Planning in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Jeffrey’s designations include CFP® and ChFC.
One of 385 advisors with offices in Buffalo, and one of 327 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
OfficeBuffalo, NY
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$439,642
Advisors at the firm2
States licensed ?1 state
Services through Under PAR Planning
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowUnder PAR Planning LLCCurrent firm
- 2014 – 2018Northwestern Mutual Investment Services, LLCPreviously
Contact Jeffrey
(716) 575-2500Under PAR Planning main office Buffalo, NYOffice · Get directions YouTube channelUnder PAR PlanningIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jeffrey
Tailored to Jeffrey’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jeffrey
How do I contact Jeffrey?
Call Under PAR Planning at (716) 575-2500 and ask for Jeffrey Wolniewicz. Jeffrey works from the Buffalo, NY office.
How long has Jeffrey been a financial advisor?
Jeffrey has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Jeffrey hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jeffrey a fiduciary?
Jeffrey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeffrey paid?
Under PAR Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jeffrey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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