Helping to guide you to a confident future

D'Aiutolo Malcolm & Associates Investment Consulting Group Paul D'Aiutolo, Alicia Malcolm, Marc Brondon, Kaitlyn Stagnitta, Donna A. George, Amanda Marshall

D'Aiutolo Malcolm & Associates Investment Consulting Group


phone

585-218-4532
888-849-9483



phone

855-847-5880



address

400 Linden Oaks
Rochester, NY 14625



At the D’Aiutolo Malcolm & Associates Investment Consulting Group, our extensive experience is a key reason for why corporate sponsors of 401(k) defined contribution plans trust us to help guide them through the challenges of today’s changing retirement plan landscape. We are professionals who truly understand the retirement industry and care about the needs of plan sponsors and their participants.

We are passionate about participant education. One of our core principles is to simplify retirement planning for workplace Americans while making financial independence achievable.

Our multidisciplinary team also provides personalized wealth management services to high net worth individuals and their families, with a focus on planning for all of life’s transitions. Whatever your needs, we’ll help you with the financial guidance and resources you need to make confident decisions about your financial future.


Recognized as industry leaders

  • Paul D’Aiutolo, The D’Aiutolo Investment Consulting Group, PLANADVISOR Top 100 Retirement Plan Advisers, 2018, 2019
  • Paul D’Aiutolo, Financial Times Top 401 Retirement Plan Advisors, 2019, 2018, 2017, 2015
  • Alicia Malcolm, UBS Top 35 Under 35, 2019
  • Alicia Malcolm, NAPA Top Women Advisor List, 2018, 2017, 2016
  • The D’Aiutolo Investment Consulting Group, PLANADVISOR, Top 100 teams, 2015 – 2018

Retirement plan sponsors

With increasing governance demands placed on fiduciaries, retirement plan sponsors need advice from professionals
who can help them navigate the unique challenges
they face.

Personal wealth management

Our comprehensive wealth planning addresses the financial goals and needs of affluent individuals and their families, helping them preserve the wealth they’ve earned while navigating life’s transitions.



Insights

Art Cashin on the markets

Art Cashin on the markets

Top of the Morning Podcasts

Top of the Morning daily podcasts