A complete list of active advisors currently associated with LL Financial Services, LLC

Warmer can help you find a great advisor at LL Financial Services, LLC or one who fits your needs even better.

LL Financial Services, LLC is a small, state-registered advisory firm that works primarily with individual clients, including high-net-worth households, and with retirement plan sponsors and participants. The firm provides written financial planning (full and modular), portfolio management, and retirement-plan consulting and fiduciary management, overseeing roughly $35.8 million for about 64 clients. The firm’s investment approach is individualized and grounded in fundamental analysis, with guidance focused on diversified, tax-aware asset allocation tailored to each client’s goals, risk tolerance, and special circumstances (for example, low-basis stock or legacy holdings). Managed accounts are reviewed at least quarterly and may be run on either discretionary or non-discretionary terms; the firm also refers clients to third‑party managers when a full-service manager is more appropriate. A distinctive feature is the firm’s offering of in-house accounting and tax-preparation services alongside investment advice, with a principal spending a substantial portion of time on those services — a capability that is uncommon among peers. The brochure discloses potential conflicts that can arise from the combination of advisory, retirement-rollover recommendations, and tax/accounting work, and describes supervisory policies and fiduciary frameworks the firm uses to manage those conflicts.

To learn more about the advisors currently working at LL Financial Services, 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.