A complete list of active advisors currently associated with Lantz Financial LLC

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

Lantz Financial serves individuals, families, businesses and retirement plans with ongoing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $994 million in client assets and also offers project-oriented planning and sub‑advisory arrangements when appropriate. The firm’s investment approach centers on building globally diversified portfolios consistent with modern portfolio theory, using fundamental security analysis alongside market trend and economic cycle considerations. Portfolios are implemented primarily with mutual funds and ETFs but may include other vehicles (including options and margin) and are tailored to each client’s documented risk profile and objectives. Compared with many peers, Lantz Financial discloses active marketing and affiliation practices: the Brochure states the firm may pay outside individuals, promoters, or professional entities for client referrals and provides disclosure of those arrangements to clients. The firm also highlights relationships with third‑party providers (including an insurance platform and an integrated tax service) and references the use of third‑party ratings and endorsements in its marketing, practices that are less common among similar team‑based advisers.

To learn more about the advisors currently working at Lantz Financial 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.