Who We Serve
Who We Are
We build long-term meaningful wealth for those clients that are…
- Preparing for a retirement that’s decades long and fully funded — without running out of money or lifestyle
- Protecting and transferring wealth to the next generation (the right way, the first time)
- Navigating life’s biggest financial disruptions: divorce, death of a spouse, or sudden windfalls
- Turning a one-time lump sum (inheritance, business sale, contract bonus) into true, multi-generational wealth
- Tired of paying high fees for average results and ready for a plan that actually puts you first
- Entrepreneurs and executives who want their investments to work as hard as they do
- Families who understand that “getting rich” and “staying rich for 100 years” are two completely different games
BEYOND ALGORITHMS: Real People, Real Client Service
We don't move forward until YOU move forward.
CLIENT SERVICES, at AdvisersTrust – it’s everyone’s #1 responsibility to act decisively to move our clients forward. Your progress leads our process. Here’s a little of what each of us is all about.
Allyson Batlle
Client Services, Treasurer
Who’s Allyson? Allyson began her professional career working at IBM and brings with her over 30 years of administrative experience. Small Biz (HVAC) Owner with husband Alex, and since 2011, an AdvisersTrust WM Employee, and Minority Owner. At the AdvisersTrust, Allyson brings a sincere, professional approach to serving the needs of AdvisersTrust WM clients. If assets are coming in, or distributions are going out, Allyson is likely involved.
And when she’s not working at AdvisersTrust WM, she’s tending to her PACK of dogs & cats, cooking Sunday Sauce, weekending Motorcycling CT’s backroads, and looking to find beaches traveling with friends.
Westchester County, NY Born, Fairfield County, CT Raised, Married to Alex since Eternity.
Mom to Madyson & Dylan, #3 of 4 Siblings
Miriam Pachniuk
Client Services, Operations Manager
Who’s Miriam? Graduated cum laude, Hamilton College, Music Major – Classically Trained. Rock n’ Roll Singer at night, Designer by Day.
Worked in graphic design, owned a kitchen & bath design business, and now brings her creative problem-solving and people skills to AdvisersTrust WM – Operations, Compliance, Technology, and most importantly, Client Services.
When Miriam’s not working? She’s Working Out – lifting weights, Pilates & Pickleball. Gardens are her passion, phenomenal baker & handyman. Yes to travel, dining, film, only watches Ohio Sports, Proud Buck-ess to The Buckeye.
Born in Richmond, VA, raised in Westchester County, NY. Mom to Nina & Sophia, Sheep-a-doodle, Mufasa, Old English Sheepdog, Cherry (Mother to Mufasa) and 2 cats. Eldest of 3 Siblings, Married to Walter since 12/12/12!
James Finger, CFA®
Client Services, Economist
Raised on a dairy farm near Green Bay (Go Packers!), Jim earned his degree from the University of Wisconsin-Madison before transplanting to NYC. With extensive experience in the NYC financial community, he specializes in financial analysis, economic research, and strategic investment planning.
As a Chartered Financial Analyst (CFA), Jim’s ongoing research keeps Advisers Trust current on markets, the economy, and politics. Well-read and well-traveled, he also serves as a consultant and expert witness in litigation across the tri-state region.
Jim has one son, James, Jr., who is married and lives in Colorado. A dedicated sports enthusiast, he enjoys over-40 fastpitch baseball, skiing, and gym workouts. In the summer, you’ll find him at the family’s historic Wisconsin homestead, tending hops and fruit trees, restoring century-old buildings, and reconnecting with family.
It's supposed to be hard. If it wasn't hard, everyone would do it. The hard is what makes it great ...
Walter Pachniuk, CFP professional™
Founder, AdvisersTrust Wealth Management
Graduate of The Ohio State University. My first career job takes me to New York selling Treasuries, Mortgage-Backed Securities, & JUMBO CDs to Mid-West US Credit Unions, Hospitals, and Religious Non-Profits. In the 1990’s, I became a Fiduciary and Registered Investment Adviser while working with CPAs, and their clients. In 2004, I founded AdvisersTrust Wealth Management with a simple goal: to provide thoughtful, long-term investment and planning guidance built on trust and independence. In 2024, AdvisersTrust client assets (AUM & AUA) surpassed $200 million. Clients living in 25 states—overseas, London and Paris.
Over the Years – More than a Career – A LIFESTYLE
Building a successful financial planning, investment management practice, like many other successful businesses, is a full-time job. Days, nights, weekends. Markets don’t take breaks, and neither do the financial concerns of those I serve. After decades in this field, I’ve learned that strong partnerships are built in those in-between moments—when real conversations happen and financial clarity takes shape.Collaborative at Heart
Over the years, decades – AdvisersTrust has collaborated with outside professionals—yours or ours—to help move you forward. This includes CPAs, attorneys, insurance professionals, therapists, fitness trainers, nutritionists, and others whose expertise contributes to your financial and personal health.About WP – Outside Work
When I’m not working, life revolves around simple joys — spending time with wife Miriam, our friends & family, our dogs & cats. Daily dog walks or a trip to the dog park are non-negotiable — as is Pickleball, and regular exercise to stay active. I enjoy watching good movies, listening to music, and catching an occasional concert or Broadway show. History Nut. News Junkie. Little Travel when Time Permits.
Mufasa
The Stoic Realist
Cherry
The Ultimate Optimist