A complete list of active advisors currently associated with LeBron Financial Services, Inc.
Warmer can help you find a great advisor at LeBron Financial Services, Inc. or one who fits your needs even better.
Lebron Financial Services provides financial planning and portfolio management to individual clients, including relationships described as high‑net‑worth, and offers retirement plan advisory and education services to small and medium‑sized businesses, non‑profit organizations, and other entities. The firm delivers both discretionary portfolio management and non‑discretionary financial planning engagements tailored to client objectives. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing asset allocation and diversification across institutional and no‑load mutual funds, ETFs, and, where appropriate, individual securities or legacy holdings. It also uses third‑party money managers and investment analytics to build and monitor portfolios, and gathers client information through questionnaires and planning tools to establish objectives, time horizons, and risk tolerances. What distinguishes the firm from many independent peers is its dual role as an insurance broker and adviser: certain representatives are licensed to sell life, health, and property/casualty products and may receive separate commissions for those activities, with disclosures and policies to address conflicts. The firm also provides services that are less common among small independents — retirement plan consulting and fiduciary support under ERISA (including selection and monitoring of plan investments and model/QDIA construction) and employer‑facing educational seminars/workshops — and some advisers maintain additional licenses (e.g., mortgage originator, real estate) that enable a broader set of client offerings outside the advisory contract.
To learn more about the advisors currently working at LeBron Financial Services, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Congers, NY
| 30
|
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