LLG Wealth Management

LLG Wealth Management is a fee-only independent advisory firm that provides wealth management and comprehensive financial planning to individuals, high‑net‑worth individuals, trusts, charitable organizations, and businesses. In addition to ongoing investment oversight and written financial plans, the firm offers educational seminars and speaking engagements to organizations and the public.

The firm develops individualized investment policies and applies a mix of fundamental and technical analysis together with Modern Portfolio Theory to construct portfolios across stocks, bonds, mutual funds, ETFs and municipal securities. LLG generally operates on a non‑discretionary basis—seeking client approval before executing trades—and integrates ongoing monitoring of goals, cash flow, retirement, tax and estate considerations into client relationships.

Distinctive features include its billing approach and service mix: LLG uses flat advisory arrangements rather than percentage‑of‑AUM fees and regularly provides public and organizational educational seminars, both of which are less common among solo independent advisers. The practice is a very small, single‑advisor firm managing roughly $7 million in non‑discretionary assets for about 11 clients, and its principal is a CFP® who discloses outside activities (a published book on generational wealth and a document protection business).