Jason G Swartley_Financial Advisor

Jason G Swartley_Financial Advisor At Aera Advisory & Wealth Management, we help business owners & families grow, protect & pass on wealth. Message us today to schedule your free consultation

From barnyard to boardroom—trusted planning for your legacy. At Aera Advisory & Wealth Management, I help business owners, families, and individuals build lasting financial confidence through smart, personal, and practical planning. I specialize in working with multi-generational, blue-collar family businesses—farmers, builders, tradesmen—and professionals alike. Whether you're in the barn or the

boardroom, we’ll meet you where you are and guide you toward your goals with clear, customized strategies. Our services include:
• Wealth management and retirement planning
• Business succession and estate strategies
• Tax-aware investment planning
• Trust and legacy design
• Employee retention and buy/sell solutions

Rooted in the Finger Lakes and serving clients nationwide, I believe in building long-term relationships based on trust, clarity, and consistent support. Let’s talk about how to protect what you’ve built—and create the future you want.

The savings rate is the government’s estimate of how much U.S. households are saving.
06/03/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

06/01/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this v...
05/30/2026

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

Some simple, inexpensive energy-saving tips that may help you save money.
05/29/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
05/27/2026

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Whether your business stays in the family or is sold – it’s important to have a properly structured and well-funded cont...
05/26/2026

Whether your business stays in the family or is sold – it’s important to have a properly structured and well-funded continuation plan in place. I want to help you feel confident in your succession plan. Message me with your business planning questions.

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day ...
05/25/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

05/23/2026

Property taxes too high? Here are ways to potentially lower your assessment.

Consider a bucket plan to go with your bucket list.
05/22/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72...
05/20/2026

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Address

122 North Genesee Street
Geneva, NY
14456

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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