A complete list of active advisors currently associated with Lauterbach Financial Advisors, LLC
Warmer can help you find a great advisor at Lauterbach Financial Advisors, LLC or one who fits your needs even better.
Lauterbach Financial Advisors provides investment management and financial planning for individuals, trusts, small businesses and participant-directed retirement plans, and also offers consulting on tax, estate and retirement-plan design. The firm manages client portfolios on both a discretionary and nondiscretionary basis and delivers participant education and plan monitoring for employer-sponsored plans. The firm follows a Modern Portfolio Theory, buy-and-hold approach that emphasizes diversified, passively managed asset-class funds and written investment policy statements, supplemented by Monte Carlo analysis for longer-term planning. For implementation and specialized mandates LFA commonly uses Dimensional Fund Advisors’ funds, engages third‑party sub‑advisors (notably FPAS for fixed income and back‑office services and AQR in limited cases), and may include ETFs, individual bonds, or interval funds when appropriate. A notable feature is LFA’s affiliation with the accounting firm Lauterbach, Borschow & Company, P.C.; several firm members are also officers or employees of that accounting firm, and mutual client referrals between the entities are compensated under internal arrangements, which creates potential conflicts of interest disclosed in the brochure. The firm also operates as a mid‑sized multi‑team adviser (12 advisors managing roughly $700 million) that outsources significant trading, reporting and cash‑management functions to third parties (FPAS and a third‑party cash aggregator), which shapes how it delivers portfolio and retirement‑plan services.
To learn more about the advisors currently working at Lauterbach Financial Advisors, 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.
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