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2525 Route 332, Canandaigua, NY 14424

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Preparing now is the first step to enjoying a secure retirement. Speak with one of our advisors today to plan for tomorrow.

Preparing now is the first step to enjoying a secure retirement. Speak with one of our advisors today to plan for tomorrow. 

Welcome to Sheppard Mosher, Proudly Serving the Finger Lakes

Sheppard Mosher is a family-founded team of financial advisors that has helped professionals, business owners, and retirees since 2005. Two generations of our family work side by side right here in Canandaigua, serving clients across Rochester, Victor, Geneva, and the Finger Lakes.

From retirement planning and investment management to estate and business planning, we take the time to understand what matters to you. Then we build a plan you can understand and follow with confidence.

Local advice from a family that calls the Finger Lakes home.

Ready for the next step? We can help.

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We’re here for you!

We've helped professionals and retirees in the finger lakes since 2005 with 60 years combined experience.  

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Does your portfolio have too much risk?
Or not enough?

Knowing your risk score can help you make appropriate investment choices. Find out your risk score with our RiskAlyze tool!

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Retirement

Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Investment

Investment

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

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Income

Income

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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Estate

Estate

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.

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The PROSPER Process

Seven steps that take you from a first conversation to a plan that keeps working for you in retirement. It is built around your goals, not around any product.

Plan

We start by learning what you want your money to do for you and your family.

Review

We look at everything you have today, from accounts and pensions to insurance and benefits.

Organize

We bring the pieces together so your accounts work as one plan instead of many.

Strategize

We build a strategy for income, taxes, and investments around your goals.

Protect

We review insurance, estate documents, and beneficiaries to help protect what you have built.

Execute

We put the plan in motion with you and take care of the paperwork.

Retire

We keep reviewing and adjusting your plan with you throughout retirement.

See the full PROSPER Process

We Know Your Benefits

We work with individuals and families from every walk of life. Many of our clients also come to us from these local employers and careers, and we understand the plans and decisions that come with each one.

G.W. Lisk Employees

ESOP, 401(k), and retirement timing decisions for Lisk team members.

Planning for G.W. Lisk employees

Government Employees

Pensions, deferred compensation, and retirement timing for public sector careers.

Planning for government employees

University of Rochester Employees

Retirement plan, pension, and benefit choices for U of R faculty and staff.

Planning for U of R employees

Business Owners

Retirement plans, succession, and exit planning for Finger Lakes business owners.

Planning for business owners
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Sheppard Mosher is not affiliated with or endorsed by any employer named on this page.

Helpful Content

CURATED ARTICLES, VIDEOS, AND MORE FOR A FINANCIALLY SAVVIER YOU.

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New Retirement Contribution Limits for 2026

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White Elephant Inheritance

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