Jeff May is a Principal at Florian Financial Group, a Registered Investment Advisor (RIA) in Williamsville, NY, serving individuals, families, and professionals with personalized, tax-smart financial strategies. With over 17 years of experience, Jeff specializes in comprehensive financial planning, investment management, retirement planning, tax optimization, and estate planning.
In addition to advising clients, Jeff plays a key leadership role in the firm’s direction and growth, contributing to its strategic planning and long-term vision. Known for his clear, client-first approach, he helps simplify complex topics like tax-efficient investing, retirement withdrawal strategies, and wealth transfer, empowering clients to make confident financial decisions. As a Certified Financial Planner™, Jeff provides ongoing fiduciary advice tailored to each client’s goals and life transitions.
Jeff lives in Amherst, NY, with his wife Kristen and their three children, Eliana, Jeff Jr., and Henry. Outside the office, he enjoys skiing, hiking, coaching youth soccer, and spending quality time with his family.