A complete list of active advisors currently associated with L&L Financial Services, LLP

Warmer can help you find a great advisor at L&L Financial Services, LLP or one who fits your needs even better.

L&L Financial Services serves individual and high‑net‑worth clients, as well as pension and profit‑sharing plans, trusts, estates and business entities. The firm provides continuous investment supervisory services, financial planning, retirement plan services and specialized management of variable annuity subaccounts, managing approximately $9.5 million in discretionary assets for 28 clients. The firm’s investment approach emphasizes long‑term purchases and portfolio construction informed by Modern Portfolio Theory, and it commonly implements advice through third‑party managers and Savant Wealth Management’s Advisor Services. L&L works with clients to develop written investment policy statements, monitor allocations and deliver quarterly performance reporting while using institutional‑share mutual funds and third‑party managers to execute strategies. What distinguishes L&L from many peers is its close integration with an affiliated accounting practice: most advisory representatives (except two) are CPAs affiliated with Lawrence & Lawrence, PC and spend roughly 75% of their time providing accounting and tax services, and the firms have a written referral and fee‑sharing arrangement. The brochure also discloses that some advisory representatives are insurance‑licensed and may sell insurance products (with commissions and up to about 25% of their time devoted to insurance activities), and that retirement plan services are delivered via a formal contract with Savant Wealth Management.

To learn more about the advisors currently working at L&L Financial Services, LLP, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.