A complete list of active advisors currently associated with Lemme Investment Group, LLC

Warmer can help you find a great advisor at Lemme Investment Group, LLC or one who fits your needs even better.

Lemme Investment Group, LLC is a fee‑only registered investment adviser serving individual and high‑net‑worth clients as well as employer‑sponsored retirement plans. The two‑advisor firm manages roughly $35.8 million for about 45 client relationships. The firm provides discretionary portfolio management and financial planning, constructing portfolios from equities, fixed income, mutual funds, ETFs and cash using a blend of modern portfolio theory, passive and active strategies and, when appropriate, third‑party outside managers. Financial planning is available at no additional fee at the client’s election, and investment programs are tailored to each client’s goals, risk tolerance, and any client‑imposed restrictions. Distinctive features include a small, recently formed advisory practice (established in 2024) with a principal who holds the CFA charter and the capacity to serve as a 3(38) investment manager for ERISA‑regulated plans. The firm requires client accounts to be held on selected institutional custody platforms, does not aggregate client trades into block orders, and leaves proxy‑voting decisions to clients rather than voting proxies on their behalf.

To learn more about the advisors currently working at Lemme Investment Group, 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.