Note Advisors
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We believe that every plan should be shaped by the values you hold dear. There are two types of business wealth planners. At Note, we only have the first kind.
We provide holistic financial planning and behavioral money coaching under one roof, to ensure your values and financial goals are always aligned to help you create a life well-lived Those who get close to you, and those who get close to your money. Sure, we know how to manage investments. Lots of people do. The most valuable service of all is the attention given to what matters most: your family,
When most people think about saving for retirement, they default to an IRA.
It is a solid starting point, but it can be more limited than people realize. You are contributing your own dollars, there is no employer match, and there is only so much you can set aside each year.
As income grows, that structure can start to fall short. Options like a SIMPLE IRA or a 401(k) open the door to higher contribution limits and, in many cases, employer contributions as well.
In a 401(k), it is common to see matches around 5 percent, sometimes with additional profit sharing depending on the plan. Over time, those differences add up.
The type of account you have plays a meaningful role in how much you can actually save and how efficiently you build toward retirement.
Thanks to everyone who joined us at our annual golf clinic at Glen Oak Golf Club yesterday! It was a beautiful day to be on the green.
Thanks to Chris and Matt for showing us how it’s done.
08/03/2026
We’re proud to see Shawn featured in Buffalo Business First discussing an important topic: retirement planning during the middle years of your career.
Thank you to Josh and the team at Buffalo Business First! If you’re thinking about your own retirement, this article shares some great insights.
Great job, Shawn!
Mid-career retirement planning starts with these simple steps >> See the full article below ⬇️
07/30/2026
Last night, we celebrated Christine's fifth anniversary over an unforgettable tasting experience at The Buffalo Club inspired by the Blue Zone of Ikaria, Greece.
Blue Zones are regions of the world where people consistently live longer, healthier lives than average. Researchers have found that these communities share more than just healthy diets. They're places where purpose, strong relationships, connection, and intentional living are woven into everyday life.
As we reflected on Christine's five years with our team, it struck us how closely those ideas align with the work she does with our clients every day. We're grateful for the care, wisdom, and perspective she brings to our team.
Congratulations on five years, Christine! Here's to many more.
07/22/2026
Our Eudemonic Tonic traveled 730 miles to beautiful Bar Harbor, Maine!
Eudaimonia is about living well, finding purpose, embracing meaningful experiences, and flourishing wherever life takes you.
Anyone travel, or planning to travel, anywhere fun this summer? Share in the comments!
07/15/2026
Financial decisions are about more than numbers.
Why does someone who is financially prepared to retire feel uncertain about taking that next step? Why does money bring peace to some and stress to others? The answer often has less to do with the numbers and more to do with our relationship with money.
Join Shawn and Christine for Understanding the Person Behind the Plan, where they'll explore how wealth coaching and financial planning work together to help you make more intentional financial decisions.
REGISTER: https://us06web.zoom.us/webinar/register/WN_-E0tR7DVS-q7HkdkED9WQQ #/registration
07/08/2026
A few highlights from our Note night at the Bisons game! ⚾️
The score wasn't exactly in Buffalo's favor (18–3 😅), but we had the best time cheering them on together. The Note kids got to meet Buster Bison, everyone finally had a chance to meet each other's families, and a few of us even stayed up past our bedtime for the fireworks!
Grateful for a fun night with the best team!
07/04/2026
Happy 250th Independence Day!
As we gather with family and friends, enjoy backyard barbecues, watch fireworks, and create new memories, we're also reminded of the freedoms and opportunities that make this country so special.
Wishing everyone a safe and happy holiday!
When people think about legacy planning, the conversation often starts with one question:
"What do I want to leave behind?"
But many families we work with eventually begin asking a different one:
"What if, instead of waiting, I gave while I was here to see the impact?"
We've seen clients help adult children purchase a first home, contribute toward a grandchild's education, or provide support during pivotal moments when it can make the greatest impact.
In many cases, those conversations shift the focus from simply transferring wealth someday to creating opportunities, experiences, and memories that can be shared today.
Legacy planning isn't just about what happens after you're gone. Sometimes it's about making an impact while you're here to experience it.
06/29/2026
Financial planning is about so much more than growing your portfolio.
In this clip from Shawn's conversation on the Driven: Unscripted Success podcast, he shares why true financial success isn't measured by a number in your account. It's about having the freedom to choose how you spend your time and live your life.
It's a conversation about purpose, retirement, and the idea of eudaimonia or human flourishing.
Give it a listen on Apple Podcasts or here on YouTube:
Beyond Retirement: The Pursuit of Eudaimonia with Shawn Glogowski of Note Advisors In our latest episode of Driven: Unscripted Success, I interviewed ...
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Contact the business
Telephone
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Address
50 Lakefront Boulevard
Buffalo, NY
14202
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |