A complete list of active advisors currently associated with Mersereau, Lazenby & Rockas, L.L.C.

Warmer can help you find a great advisor at Mersereau, Lazenby & Rockas, L.L.C. or one who fits your needs even better.

Mersereau, Lazenby & Rockas, LLC serves individuals, trusts, profit-sharing plans, estates and businesses, providing financial planning and discretionary investment management alongside tax, auditing, and accounting services. The firm describes itself as a fee-only advisor that does not accept commissions or sell commissioned products. The firm typically implements client strategies through a strategic, globally diversified asset allocation using passive and actively managed funds, ETFs and individual securities, and conducts periodic account reviews at least quarterly. It generally manages accounts under discretionary authority with trades executed through qualified custodians and maintains written engagement agreements that document client goals and services. What is uncommon about this firm for its peer group is its practice as a full-service CPA firm that performs tax preparation, auditing and other accounting work in addition to investment advice, and its advisory staff hold CPA, CFP and NAPFA-related credentials required by the firm’s standards. The firm also provides integrated planning deliverables such as net worth statements that include approximations for illiquid assets and makes clear proxy voting is left to clients unless voting assistance is requested.

To learn more about the advisors currently working at Mersereau, Lazenby & Rockas, L.L.C., 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.