A complete list of active advisors currently associated with Lfa

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

LFA serves individuals (including non‑high‑net‑worth and high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. The seven‑advisor firm offers discretionary and non‑discretionary portfolio management, asset allocation and model‑portfolio management, financial planning, and pension consulting and selection/monitoring services, managing roughly $351 million in client assets for about 499 clients. The firm implements a structured approach built around five model portfolios (from Aggressive Growth to Capital Preservation), allocating primarily to mutual funds, equities and fixed income while tailoring allocations to each client’s objectives and restrictions. LFA may use sub‑advisers or third‑party model portfolios, provides ongoing monitoring with at least annual reviews, and generally does not accept performance‑based fees. Noteworthy distinctions include material affiliations with Cambridge Investment Research: several advisory personnel are registered representatives and insurance agents, participate in Cambridge equity programs and may receive commissions or loans tied to Cambridge, arrangements the brochure discloses as potential conflicts of interest. The firm also recommends Schwab for custody while noting Schwab institutional services are tied to asset thresholds, and it discloses that it does not aggregate multiple client orders for the same security—practices that can influence trade execution and cost allocation.

To learn more about the advisors currently working at Lfa, 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.