Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Financial Strategies for LGBTQ Couples and Families
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Estate Planning Strategies

Awards & recognition

  • Council Rock Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Daniel Hayes, Ameriprise Chairman's Advisory Council, 2019, 2020, 2021, 2022
  • Daniel Hayes, AdvisorHub Advisors to Watch (over $1Bil), 2023
  • Daniel Hayes, Forbes Best-in-State Wealth Advisors, 2019, 2021, 2022, 2023
  • Daniel Hayes, Barron’s Top 1,200 Financial Advisors, 2021
  • Mary Beth Fairchild, Forbes Best-in-State Women Wealth Advisors, 2022, 2023

Community participation

Strike Out Homelessness Bowl-A-Thon with Family Promise of Greater Rochester
Strike Out Homelessness Bowl-A-Thon with Family Promise of Greater Rochester

Council Rock Wealth Advisory Group is committed to giving back to our communities!

We work to alleviate domestic hunger through our partnership with Feeding America®, our team volunteers locally at Foodlink, Inc. to help organize and distribute food to local areas, as well as participates in events to support the mission.

To increase financial literacy to local youth through our partnership with Junior Achievement, our team members volunteer in local area public schools to deliver financial education.

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