A complete list of active advisors currently associated with Lamb Retirement Solutions LLC

Warmer can help you find a great advisor at Lamb Retirement Solutions LLC or one who fits your needs even better.

Lamb Retirement Solutions primarily serves individual clients, managing approximately $3.07 million for about 42 accounts and offering ongoing portfolio management, financial planning and consulting, and access to insurance products. The firm provides asset management on a non‑discretionary basis and prepares comprehensive financial plans addressing retirement strategy, tax considerations, risk management, and estate preservation. The firm builds client investment programs using a mix of fundamental and technical analysis and tailors asset allocation, investment selection, and monitoring to each client's goals, time horizon, and risk tolerance; it obtains client approval before executing transactions. Accounts are reviewed at least quarterly and financial plans are typically completed within 30 days once required information is provided, and the firm does not impose an account minimum. Noteworthy differences from many peers include that the firm’s assets are managed entirely on a non‑discretionary basis and the firm’s owner is a licensed insurance agent registered with the New York State Department of Financial Services who discloses receiving commissions for insurance sales. The owner also holds CFP and EA credentials, serves part‑time as a U.S. Army property book officer, and the firm offers an American Funds mutual‑fund platform option—items the brochure discloses as potential sources of conflicts of interest.

To learn more about the advisors currently working at Lamb Retirement Solutions LLC, 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.