A complete list of active advisors currently associated with Stratton Lamb Advisors LLC

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

Stratton Lamb Advisors LLC provides wealth management services—including discretionary investment management, strategic financial planning and estate planning—to individuals and families with complex financial situations. The firm manages roughly $85.7 million for a very small roster of clients (fewer than ten) and limits new client intake. Its investment approach stresses asset-class selection and diversification, with individual security selection grounded in fundamental analysis and a long-term buy-and-hold orientation (the firm generally avoids short-term trading, short selling, margin and option writing). Portfolios are tailored to each client’s objectives, risk capacity and time horizon, with clients able to impose written restrictions and receive regular monitoring and reporting. A distinctive aspect of the firm is that one principal is a licensed attorney who, as a sole practitioner, devotes up to 10% of professional time to providing tax and estate legal services and may offer those services to clients, an affiliation the firm discloses as a potential conflict of interest. The practice is a small, two-principal advisory that does not offer proprietary products or accept third-party compensation from custodians, and it emphasizes close, individualized engagement with high-net-worth clients.

To learn more about the advisors currently working at Stratton Lamb 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.