A complete list of active advisors currently associated with LPM Advisors, LLC

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

LPM Advisors, LLC serves a small number of clients by providing advisory referral services and complementary business-management support rather than acting as an investment manager. The firm’s senior personnel are licensed CPAs and offer tax, accounting and bill-paying services alongside referrals to independent registered investment advisers. LPMA evaluates a client’s circumstances and recommends independent registered investment advisers (IRIAs) who then enter into separate advisory agreements and manage client accounts; LPMA does not exercise investment discretion and reported $0 in assets under management. The firm is compensated by the selected IRIA through a share of the adviser’s fee for referrals and directs clients to review the IRIA’s disclosure brochure for full details on services and custody. A distinctive aspect of the firm is its operational affiliation with an accountancy practice, with firm principals spending the majority of their time on accounting and business-management activities, which can create integrated tax/accounting and referral relationships. LPMA does not provide portfolio management or charge percentage-of-assets fees itself, and it discloses the referral compensation arrangement and related conflicts while describing due-diligence and disclosure practices intended to address those conflicts.

To learn more about the advisors currently working at LPM Advisors, 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.