Ithaca Wealth Management
Contact Information
-
Address
415 N Tioga St Suite 202, Ithaca, NY, 14850 -
Phone
(607) 882-1434 -
Website
ithacawealth.com
Location
About Ithaca Wealth Management
Ithaca Wealth Management is a Financial Planner in Ithaca, NY, located at 415 N Tioga St Suite 202. It holds a rating of 4.70 based on 0 reviews.
The firm provides fiduciary, fee-only financial planning and investment management services to professionals, Cornell faculty, retirees, and families in the Finger Lakes region. Matt Fox, CMT, MBA, founded the firm and serves as Investment Manager. He teaches at the Ithaca College School of Business and helps manage their investment program.
The firm offers goals-based planning, tax planning, and charitable planning. The "Know What You Own" portfolio utilizes a concentrated portfolio of approximately 35 companies. The management fee decreases from 0.85% to 0.75% as clients hit key milestones. Strategies are available for sudden wealth and inheritance, entrepreneurs and business owners, high-income accumulators, and modern retirees.
The firm provides virtual meetings to all clients. In-person meetings are available for clients based in Ithaca, New York, or Memphis, Tennessee.
The office sits on N Tioga St, about a tenth of a mile from the Tompkins County Courthouse and DeWitt Park.
BizScoreAI gives the site a Technical score of 86 out of 100, which means search engines can read the site without errors. The Discoverability score is 75 out of 100, allowing AI crawlers to find every page so the business can be recommended by AI assistants.
Score Summary
BizScoreAI scanned the website ithacawealth.com on July 5, 2026. Ithaca Wealth Management has a BizScore of 54 out of 100.
- AI Visibility34 out of 100
- SEO77 out of 100
- Google rating4.7 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 3 of 25 points, Content Readiness 17 of 30 points, AI Trust Signals 12 of 20 points.
Website audit sub-scores (out of 100): On-Page 69, Technical 86, Performance 67, Content 76.
Strengths: 5 checks passed. AI Crawler Access, AI Content Blocking, Rich Schema Types, About/Team Page, XML Sitemap.
Areas to improve: 13 checks. llms.txt (failed), FAQPage Schema (failed), Google Business Profile Link (failed), LocalBusiness Schema (failed), Third-Party Review Links (failed), Organization Schema (warning), Speakable Schema (warning), Hyperlocal Targeting (warning), Local Multimedia (warning), Q&A Content (warning), Weak Heading Structure (warning), Meta Description (warning), Author Signals (warning).
More Financial Planner in Ithaca, New York
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- Wells Fargo Advisors of IthacaBizScore 58
- Cornell Pochily Investment AdvisorsBizScore 57
- Tompkins Financial AdvisorsBizScore 51
- Lake Road Advisors of IthacaBizScore 29
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AI engine reads
Read by AI engines 3 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this business