A complete list of active advisors currently associated with Lafleur & Godfrey Private Wealth Management

Warmer can help you find a great advisor at Lafleur & Godfrey Private Wealth Management or one who fits your needs even better.

LaFleur & Godfrey LLC is a team-based wealth management firm that manages about $1.016 billion for roughly 479 clients and serves primarily individuals and high-net-worth families, along with trusts and estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management, financial planning, model ETF portfolios, third‑party manager selection, and implements advice for held-away accounts and tri‑party 401(k) arrangements. The firm’s investment approach emphasizes active, fundamental analysis-driven investing, concentrated company ownership, and focused portfolios that rely largely on individual stocks and bonds while using ETFs, mutual funds, and private funds as appropriate. LaFleur & Godfrey operates several firm-managed equity strategies (e.g., Focused Core 30, Focused Dividend 10, Focused Emerging Trends, and Focused Blue Chip) and serves as an ERISA/IRC fiduciary for retirement-plan and IRA clients. What distinguishes LaFleur & Godfrey from many peers is its integration within the Focus Financial Partners platform and the related affiliated services it can access; the brochure discloses relationships with other Focus affiliates such as pension consultants, broker-dealers, and insurance firms. The firm also facilitates treasury, cash and credit solutions through intermediaries (UPTIQ and Flourish) with disclosed revenue-sharing arrangements and introduces clients to insurance solutions via Focus Risk Solutions, all of which are documented potential conflicts of interest and are less common among similar team firms.

To learn more about the advisors currently working at Lafleur & Godfrey Private Wealth Management, 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.