A complete list of active advisors currently associated with Lauer Wealth Management

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

Lauer Wealth Management provides advisory services to individuals (including high-net-worth and non‑HNW clients), trusts, estates, charitable organizations, retirement plans, and small businesses, managing approximately $160.9 million on a discretionary basis for about 399 client relationships. Its services include comprehensive financial planning and consulting, customized portfolio management, retirement plan consulting, and business consulting for owners and prospective owners. The firm uses Modern Portfolio Theory and custom asset-allocation models to construct portfolios that typically include ETFs, mutual funds, individual stocks and bonds, and bank CDs, and it monitors accounts on an ongoing basis with at least annual reviews. It also offers an options program (with a general guideline of no more than 2% of a client’s investable assets in options), integrates tax-aware portfolio management, and routinely incorporates CPA tax reviews into planning work. Notably, the firm is affiliated with an accounting practice and has licensed CPAs among its principals, which the brochure discloses are involved in tax preparation and business consulting that can be coordinated with the advisory services. The firm also discloses referral arrangements tied to the accounting practice (one-time introduction payments disclosed in the brochure), and it can serve as a fiduciary to retirement plans at ERISA 3(21) or 3(38) levels—features that distinguish it from many peers.

To learn more about the advisors currently working at Lauer 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.