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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.

Request a Private Consultation
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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

Bear Mountain Bridge at sunrise (long exposure) Bear Mountain Bridge is a toll suspension

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

CLIENT PERSPECTIVES

What Our Clients Have to Say

I have been working with Ken for several years now and have had an excellent experience. Ken consistently takes the time to thoroughly answer all of my questions, no matter how big or small, and explains things in a way that's clear and easy to understand. Most importantly, as a fiduciary, I truly feel he always has my best interest at heart. I have peace of mind knowing that my financial future is in such capable hands.

David

Recieved via Google Reviews

We’ve been with Ken Ford for many years. Ken is communicative, very knowledgeable, watches markets and trends carefully, and is trustworthy. We know he watches out for the best interest of us.

Kimberly

Recieved via Google Reviews

I have been with Ford Wealth Management for more years than I remember, I have always gotten very sound advice. Ken Never fails to return a call or e-mail, it is a comfort to know he will help explain some complex issues. Recently I had gotten into a situation with an attorney, thought there was no way out, Ken took care of the situation with one e-mail, he is someone we rely on and trust, so should you!

Susan

Recieved via Google Reviews

Professional, transparent, and knowledgeable. Ford Wealth Management provides excellent investment management and retirement planning. It's a relief to work with someone who values long-term relationships and honest, objective guidance.

John

Recieved via Google Reviews

I couldn’t be more pleased with the level of service and expertise I’ve received from Ken and the team at Ford Wealth Management. What really stands out is their strong service orientation—they are consistently responsive, proactive, and genuinely invested in my financial goals. Their approach to active management is both sophisticated and disciplined, striking the right balance between opportunity and risk. I especially value the thoughtful, well-reasoned portfolio allocation decisions, which reflect a deep understanding of both market dynamics and long-term strategy. What truly differentiates them is the combination of cutting-edge technology with real Wall Street experience. That blend brings a level of insight and precision that’s hard to find, and it gives me a lot of confidence in the decisions being made. If you’re looking for a wealth manager who combines personal attention with high-level expertise, I highly recommend Ken and the Ford Wealth Management team.

Jim

Recieved via Google Reviews

I’ve had a really good experience working with this company. What stood out pretty quickly was how personal everything felt compared to some of the bigger firms. It never felt like I was being put into a box. They actually took the time to understand what I’m trying to do and build things around that. Communication has been solid too. I can reach out whenever I have a question and get a clear answer without being passed around, which I’ve definitely dealt with elsewhere. They also do a great job explaining things in a way that actually makes sense, whether it’s something simple or more involved. Definitely recommend!

Ariene

Recieved via Google Reviews

Ken and Ryan have been incredible. I love how they look at the full financial picture beyond just my investment accounts. They also helped me get my will set up which was a big weight off my shoulders. Thank you!

Emily

Recieved via Google Reviews

These testimonials were provided by Ford Wealth Management clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials.

FINANCIAL EXPERTISE

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
Close-Up of Dollar
Roth Conversion Cover

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.

Request a Consultation
Ken Ford and Ryan Bedross
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