A complete list of active advisors currently associated with LCW Planning and Investments, LLC

Warmer can help you find a great advisor at LCW Planning and Investments, LLC or one who fits your needs even better.

LCW Planning and Investments offers discretionary investment management and financial planning services to individual and high‑net‑worth clients. The firm constructs customized portfolios using ETFs, diversified mutual funds and, where appropriate, individual stocks, bonds or options, and provides ongoing monitoring and rebalancing as a fiduciary adviser. The firm applies fundamental analysis alongside Modern Portfolio Theory to build long‑term oriented portfolios while permitting shorter‑term trades for rebalancing or client cash needs. LCW also implements portions of client portfolios through unaffiliated independent managers and performs initial and ongoing due diligence and oversight of those managers. What distinguishes LCW from many peers is its formal affiliation with an accounting firm controlled by the same ownership, and the principal’s continued significant involvement in tax and accounting services, which the brochure discloses are offered separately and are not required of clients. The firm’s routine use and selection of independent managers for some client assets—and its stated practice of not receiving additional compensation from those managers—also sets it apart from most investment managers.

To learn more about the advisors currently working at LCW Planning and Investments, 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.