A complete list of active advisors currently associated with LLG Wealth Management

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

LLG Wealth Management provides fee-only wealth management and financial planning to a narrow client base that includes high-net-worth individuals, trusts, charitable organizations, and businesses. The firm combines ongoing investment advice with written financial plans (available at client election) and also offers educational seminars and speaking engagements to groups and organizations. The firm builds individualized investment policies and asset-allocation targets and generally implements trades on a non-discretionary basis, seeking to align portfolios with clients’ objectives, risk tolerance, and tax considerations. LLG uses a mix of fundamental, technical, and modern portfolio theory approaches, advises across common instruments (stocks, bonds, mutual funds, ETFs, municipal and government securities), and recommends Charles Schwab for custody and execution. Distinctive features include the firm’s regular delivery of educational seminars and speaking engagements, an uncommon offering among peer solo independent advisers, and its use of flat advisory fees rather than percentage-of-assets-based billing. LLG also reports only non-discretionary assets under management and a very small client roster, and it does not accept commissions or sales-based compensation for investment products.

To learn more about the advisors currently working at LLG Wealth Management, 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.