Clarity. Discipline. Long-term thinking.

Buffalo Run Wealth Advisors was founded on a simple belief: the best financial decisions are made when planning, tax strategy, and investment management work together — with your long-term interests at the center of every recommendation.

Why “Buffalo Run”?

Buffalo are known for making a deliberate choice when a storm approaches — they move directly into it rather than away, understanding that facing uncertainty head-on shortens the time spent in it. We believe thoughtful financial planning requires the same discipline.

By confronting complexity early, committing to a clear plan, and staying the course through changing conditions, clients spend less time reacting and more time progressing toward long-term security.

That philosophy is why we are called Buffalo Run: a planning-first approach designed to help clients move forward with clarity, confidence, and purpose, through every stage of life.

Who we are

Buffalo Run Wealth Advisors is an independent, planning-led wealth management firm serving individuals and families across a wide range of financial needs—from building strong foundations to navigating more complex decisions.

We work with clients who value thoughtful advice, coordinated decision-making, and a long-term relationship—grounded in clarity, discipline, and a plan built around what matters most to them.

Meet the Team

  • Matthew Weglarz, CFA, MBA

    PARTNER - HEAD OF WEALTH MANAGEMENT

  • Trent Swift, CFP®, ChFC®, CLU®, MBA, RICP®

    PARTNER - HEAD OF RISK MANAGEMENT

  • James Carroll, Accountant

    PARTNER - TAX PLANNING AND STRATEGY

  • Michelle Leichtner, CFP

    SENIOR WEALTH ADVISOR

  • Blaine Birney, Tax Accountant

    ASSOCIATE WEALTH & TAX ADVISOR

  • Maegan Nelson

    CLIENT SERVICE ASSOCIATE

  • Moira Davis

    CLIENT SERVICE ASSOCIATE

  • Christa Oliver

    CLIENT SERVICE ASSOCIATE

  • Brendan Reilly

    PARTNER

Buffalo Run Cares

You are more than just your work; and so are we.

At Buffalo Run, we believe how we show up matters just as much as the advice we provide. Our team is committed to serving clients with integrity, care, and respect — and that commitment extends beyond our work together.

We value being engaged in the communities where we live and work, supporting local organizations and causes that strengthen families and individuals.

Through service, stewardship, and thoughtful involvement, we aim to make a meaningful, lasting impact in the lives of those around us.

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