LGT Financial Advisors LLC

LGT Financial Advisors provides investment advisory services primarily to individual clients — including high‑net‑worth clients — and also serves pension/profit‑sharing plans and charitable organizations, managing roughly $456 million in discretionary assets across about 134 client relationships. The firm offers discretionary and non‑discretionary portfolio management, financial planning and related consulting, and may recommend private investment funds, separately managed account programs, or sub‑advisors when requested.

Asset allocations are tailored to client objectives and may include individual equities, bonds, mutual funds, ETFs, REITs, options and private placements; the firm describes using fundamental, technical and cyclical analysis and employs long‑term, short‑term and trading strategies. LGT typically recommends Schwab as custodian, provides client access to planning/reporting platforms such as RightCapital and Black Diamond, and implements some strategies through third‑party managers or sub‑advisors.

Noteworthy for a firm of its size, LGT is affiliated with the accounting firm Lane Gorman Trubitt, which holds an ownership interest and shares employees and overhead, and with LGT Insurance Services, creating potential referral and commission conflicts that the brochure discloses and says are mitigated through disclosure and client choice. The brochure also discloses use of endorsements in advertising — a practice uncommon among peers — and the firm operates with a small advisor team relative to its assets under management.