A complete list of active advisors currently associated with Lampe Financial Group LLC

Warmer can help you find a great advisor at Lampe Financial Group LLC or one who fits your needs even better.

Lampe Financial Group, LLC is a fee-only, independent investment adviser that provides discretionary investment management and both ongoing and project-based financial planning to individuals, high‑net‑worth clients, and small businesses. The firm offers services that include retirement and college planning, cash‑flow and debt management, and business planning for owners and those considering business exits. The firm implements asset‑allocation driven portfolios that blend passive and active strategies and may incorporate fundamental, technical, and ESG factors to align investments with clients’ goals and risk tolerance. Accounts are typically managed on a discretionary basis, and the firm may engage sub‑advisors under agreement to assist with portfolio management while relying on custodial platforms and reporting from Charles Schwab or Altruist. What is distinctive about this solo practice is the combination of scale and scope: a single‑advisor firm overseeing roughly $57 million across about 45 clients while also working with corporate or business clients and providing business‑planning consulting. The firm’s use of contracted sub‑advisors and its practice of requiring clients to custody accounts at Schwab or Altruist, and to include certain held‑away assets in its oversight, are less common among independent advisers of its type.

To learn more about the advisors currently working at Lampe Financial Group 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.