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Sailboat on the Hudson River representing long-term financial direction and stewardshipRiver

The Personal CFO
Your Wealth Deserves.

Independent. Client-first.
Built for your financial prosperity.

We deliver integrated advisory across the arc of your financial life—bringing together the scale to manage complexity and the agility to adapt as your needs evolve.

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Ken Ford, President of Ford Wealth Management
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Kenneth M. Ford, AWMA® | AIF®

President, Wealth Advisor

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Stewardship & Heritage

Ford Wealth Management is a fee-only fiduciary wealth advisory firm based in Orange County, NY, serving individuals, families, and business owners across the Hudson Valley and nationwide. Kenneth M. Ford, AWMA® AIF®, serves as President and Wealth Advisor, providing independent, commission-free investment management and comprehensive financial planning through an affiliation with Private Advisor Group, a Barron's-recognized Top 100 RIA firm. Built on more than three decades of market experience, Ford Wealth Management delivers independent guidance aligned with each client's goals, values, and long-term vision.

Located in the heart of the Hudson Valley, our practice is rooted in historic Warwick, New York — just an hour from the global financial markets of Manhattan. The region has long shaped American financial leadership: from George Washington's strategic positioning in the Valley to Warwick-born Pierre Jay, the first Chairman of the Federal Reserve Bank of New York. Ford Wealth Management carries that legacy of independent counsel forward — bringing disciplined, principal-led advisory to clients who expect more than a portfolio manager. They expect a Personal CFO.

Meet the Advisor, See the Method
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Our Key Differentiators

Financial Data Charts

30+

Years

Combining Wall Street experience, seasoned market insight, and the independence to serve clients' best interests.

Personal

CFO

Continuous oversight and forward-looking strategy across the full breadth of your financial life

Fee-Only

Fiduciary

Zero commissions.

No product incentives

or conflicts of interest.

Privately Held & Independent

Advice is driven solely by client outcomes, not institutional priorities.

The Personal CFO Difference

Services That Protect
Your Future

Advising Across the Hudson Valley Region, Tri-State Area, and Beyond

We guide clients through the financial complexities that accompany life's financial journey — retirement transitions, portfolio diversification, business succession, and estate planning, all while providing clarity, confidence, and continuity needed at every stage of wealth.

Are You a Good Fit?

We work with individuals, families, business owners, and leaders seeking a more coordinated approach to managing wealth.

The foundation of our client relationships is built on three attributes:

  • Meaningful wealth and financial complexity requiring thoughtful coordination.

  • A commitment to long-term planning, disciplined decision-making, and continuous improvement.

  • An appreciation for trusted advice, collaboration, and a relationship-centered approach to wealth management.

Halftone Pattern Design

Comprehensive planning that aligns your wealth with your goals, priorities, and future obligations.

Halftone Pattern Design

Disciplined portfolio management focused on risk, diversification, and long-term outcomes.

Halftone Pattern Design

Coordinated tax planning designed to improve efficiency and support broader wealth objectives.

Halftone Pattern Design

Estate and legacy planning designed to preserve wealth and support future generations.

Services in Detail
Business Discussion
Business Discussion

Featured Wealth Resource

Roth Conversion Guide

For individuals and households with substantial retirement assets, a large IRA represents more than retirement savings—it may also represent a significant future tax obligation. Explore the opportunities and tradeoffs of Roth conversion planning.

Access the Guide
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The Ford Wealth Report & Insights

Perspective that bridges the gap between market developments and the real-world decisions facing investors, families, and business owners.

Explore Most Recent Articles

Clarity for What Comes Next

Guidance Today. Confidence Tomorrow.

The best financial plans begin with a conversation.

Building wealth is only part of the journey. Protecting it, managing it wisely, and aligning it with the future you want requires perspective, discipline, and trusted guidance.

Every financial decision affects the next. If you're ready to bring greater coordination, purpose, and direction to your financial life, let's begin the conversation.

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