Lafleur & Godfrey Private Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$962,791,727
Clients
479
Advisors
6
of 7 employees
About
LaFleur & Godfrey provides wealth management and portfolio management primarily for individuals and their trusts and estates, while also advising pension and profit-sharing plans, charitable organizations, and small businesses. Services include comprehensive financial planning (available as part of ongoing relationships or on a standalone basis), discretionary investment management, retirement-plan-related advisory services, and the ability to review and manage held-away accounts.
The firm’s investment approach emphasizes fundamental analysis, active, concentrated equity portfolios and company ownership, implemented primarily through individual stocks and bonds with ETFs, mutual funds, and private funds used as appropriate. LaFleur & Godfrey manages a set of firm-directed equity strategies (including focused core, dividend, emerging-trends, and blue-chip strategies) and acts as an ERISA/IRC fiduciary for retirement accounts and plan clients, using discretionary authority for trading subject to client-imposed restrictions.
What distinguishes the firm from many peers is its affiliation with Focus Financial Partners and related businesses: it works alongside Sentinel Pension Advisors for certain retirement-plan services, refers insurance business to affiliate Focus Risk Solutions, and facilitates cash and credit solutions through UPTIQ and Flourish (arrangements for which it discloses revenue-sharing and potential conflicts). The firm also notes recent additions such as tri‑party 401(k) management options, held‑away account integration via a Pontera order management system, and the use of select broker relationships (including execution arrangements with RBC and William Blair tied to research services).
Client services
Expertise
Occupation focus
Fee options
Financial planning services on a standalone basis for a minimum fixed fee of $1,500, negotiable based on complexity
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.85% $2,000,000 - $5,000,000: 0.75% $5,000,000+: 0.50%
Insurance solutions provided through affiliate Focus Risk Solutions with commissions paid on insurance products sold; commission amounts vary
Fee-only: Financial planning services offered on a standalone basis for a fixed fee starting at $1,500 (negotiable)
Main office
625 Kenmoor Ave SE, Suite 209
Grand Rapids MI 49546
Advisors at this office
6
Most active in
California · Colorado · Florida · Illinois · Louisiana · Michigan · North Carolina · Ohio · Oregon
Also doing business as
Investment Counsel A Division Of Lafleur & Godfrey LLC · Lafleur & Godfrey LLC · Lafleur & Godfrey Private Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
Quick links
Advisors at this firm
John K
CFA®, Series 63, Series 65
Grand Rapids, MI
Lafleur & Godfrey Private Wealth Management
John Koczara is a CFA® charterholder with 32 years of industry experience, currently serving at Lafleur & Godfrey Private Wealth Management since 2013. He holds Series 63 and Series 65 licenses and works from Grand Rapids, MI. Lafleur & Godfrey provides wealth and portfolio management primarily for individuals, trusts, and estates, as well as pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes fundamental analysis and active, concentrated equity portfolios, managing multiple firm-directed equity strategies while acting as an ERISA/IRC fiduciary for retirement accounts.
Aaron R
CFP®, Series 63, Series 66
Grand Rapids, MI
Lafleur & Godfrey Private Wealth Management
Aaron Ritsema is a CFP® professional at LaFleur & Godfrey Private Wealth Management in Grand Rapids, MI, with 21 years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab since 2007. Outside of his advisory role, he is the owner of Erfstuk LLC, which manages a vacation rental condo in Fort Beach, Florida. LaFleur & Godfrey provides wealth management and portfolio management primarily for individuals and their trusts and estates, as well as pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs an investment approach focused on fundamental analysis and active, concentrated equity portfolios, utilizing individual stocks and bonds alongside ETFs, mutual funds, and private funds as appropriate.
Zachary F
CFP®, Series 66
Grand Rapids, MI
Lafleur & Godfrey Private Wealth Management
Zachary Falconer is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab since 2015. He is based in Grand Rapids, MI, and is part of the six-advisor team at LaFleur & Godfrey Private Wealth Management. LaFleur & Godfrey provides wealth and portfolio management primarily for individuals, trusts, and estates, as well as pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses a fundamental analysis-driven approach with active, concentrated equity portfolios, managing diverse equity strategies and serving as an ERISA/IRC fiduciary for retirement accounts.
Sahana M
CFA®, Series 63
Grand Rapids, MI
Lafleur & Godfrey Private Wealth Management
Sahana Madhanagopal is a CFA® charterholder with three years of industry experience, currently serving at LaFleur & Godfrey Private Wealth Management in Grand Rapids, MI. Prior to joining LaFleur & Godfrey, she worked at Macquarie Capital (USA) Inc. and LVM Capital Management Ltd. LaFleur & Godfrey provides wealth and portfolio management primarily for individuals and their trusts and estates, offering services that include comprehensive financial planning and discretionary investment management. The firm emphasizes active, concentrated equity portfolios through fundamental analysis and integrates affiliated resources to support its retirement-plan and insurance-related offerings.
Daniel V
Series 63, Series 65
Grand Rapids, MI
Lafleur & Godfrey Private Wealth Management
Daniel Vantimmeren is a financial advisor at LaFleur & Godfrey Private Wealth Management with 15 years of industry experience. He has been with LaFleur & Godfrey LLC since 2013. He holds Series 63 and Series 65 designations. LaFleur & Godfrey provides wealth management and portfolio management primarily for individuals, trusts, and estates, as well as pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes fundamental analysis and active, concentrated equity portfolios, managing several firm-directed equity strategies and acting as an ERISA/IRC fiduciary for retirement accounts.
Andrew M
CFP®, Series 65
Grand Rapids, MI
Lafleur & Godfrey Private Wealth Management
Andrew Meyers is a CFP® and Series 65-registered advisor at LaFleur & Godfrey Private Wealth Management with seven years of industry experience. He previously worked at Mercantile Bank and has been with LaFleur & Godfrey since 2023. The firm serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses with comprehensive financial planning and discretionary investment management. LaFleur & Godfrey emphasizes fundamental analysis and active, concentrated equity portfolios, managing various firm-directed equity strategies and serving as an ERISA/IRC fiduciary for retirement accounts.
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