A complete list of active advisors currently associated with Lunin-Pack Planning and Advice, LLC
Warmer can help you find a great advisor at Lunin-Pack Planning and Advice, LLC or one who fits your needs even better.
Lunin-Pack Planning and Advice, LLC provides financial planning, consulting and discretionary investment management to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, corporations and retirement plans. The firm offers both stand‑alone planning engagements and comprehensive wealth management that can include portfolio management and ongoing advisory services. LPPA describes a goals‑based investment process that blends a derivative of Modern Portfolio Theory with behavioral finance and uses mutual funds, ETFs, TAMP models and selected independent managers to implement strategic, dynamic and tax‑managed allocations. The brochure discloses that the firm recommends custody with SEI and receives administrative software and support from that custodian, a relationship the firm acknowledges may create conflicts of interest. The firm discloses an affiliation with Lunin‑Pack Insurance Advisory, LLC and notes that certain supervised persons are licensed insurance agents who may offer commissionable insurance products, a relationship the brochure identifies as a potential conflict when insurance is recommended. The brochure also indicates the firm advertises third‑party ratings and emphasizes fixed, standalone planning engagements and a recent adviser registration, features that distinguish LPPA from many peers.
To learn more about the advisors currently working at Lunin-Pack Planning and Advice, 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.
Name |
Location |
Years of experience |
|---|---|---|
Cold Spring, NY
| 21
| |
Cold Spring, NY
| 0
|
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