A strong history.
While we typically consider ourselves to be forward-thinking, we are also immensely proud of our firm’s history. In a field that can be volatile and unpredictable, our steadfast approach has allowed us to continuously grow for over two decades.
From roots extending to one of the world’s largest financial services companies to navigating through multiple market cycles, the experiences and perspectives we’ve gained have built a solid foundation for both our firm and clients.
Our beginning.
Sanderson was established in 2001 by John Sanderson.
John enjoyed a successful 27-year career at Ernst & Young, where he was a managing partner and pioneered the firm’s international tax and personal financial planning practice areas. Negotiating a purchase of the E&Y Upstate Practice, John set out to form an independent financial advisory firm serving high-net-worth individuals and families.
The firm, originally named Sanderson & Company, was one of the country’s first privately owned fiduciary wealth management firms.
Two decades of strategic growth.
Sanderson has always taken a long-term view of our firm’s growth, just as we do for clients’ wealth.
Through economic downturns and changing financial services landscape, we’ve never strayed from our foundational vision and values. In addition to delivering delivered uncompromising fiduciary advice, our accounting roots enable us to make prudent, technically sound decisions in all areas of wealth management.
Another key to our sustained growth is our focus on attracting top financial professionals to the firm. We’ve built a multi-generational team with the ideal balance of experience and leading-edge ideas.
In 2011, the firm was renamed Sanderson Wealth Management, indicating our unique, comprehensive approach to financial services. Today, Sanderson serves 220 families with over $1B in assets under management.
Second-generation leadership.
In 2021, Sanderson announced a leadership transition that positioned the firm for continued stability and growth.
John Sanderson was named Chairman, and his son Justin Sanderson was appointed Chief Executive Officer. A member of the firm since its inception, Justin has played a significant role in the company’s expansion of both its clients and workforce.
Earning industry recognition.
Sanderson has been honored to receive local and national accolades.
2017
Firm named to the annual Financial Times 300 Top Registered Investment Advisers (RIA)
2022
John Sanderson recognized at the C-Level Executive Awards hosted by Buffalo Business First
2023
Sanderson named to the Best Places to Work for Financial Advisers list by Investment News
Proudly based in Buffalo, NY.
From day one, Sanderson has been committed to downtown Buffalo. Over the years, we’ve refreshed our space to an exacting standard for the enjoyment of our clients and employees. And we look forward to many more years of calling Buffalo our home.
Celebrating together.
Throughout the firm’s history, we’ve enjoyed celebrating anniversaries and company milestones with clients, family, and friends.
