Broker Check

Live Oak Corporate Center, 2601 Cattlemen Road, Suite 501, Sarasota, FL 34232

(941) 907-0101
info@lpfadvisors.com
Useful Links

We Advocate for What is Most Important to You

Providing Clarity to Bridge the Gap between Today’s Reality and Tomorrow’s Possibilities

Learn More

We Advocate for What is Most Important to You

We can help you bridge the gap between where you are and where you want to be.

Learn More

Our Four-Step Process 

Every action we take is based on our 4-step process.

Values

The Why behind your dreams and ambitions.

Learn more

Assess

Individualized strategies ensure that your goals are always a priority.

Learn more

Plan

Our comprehensive financial management means we're ready to address your every need. 

Learn more

Act

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Learn more
You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

Contact Us

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
Learn More
Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?
Learn More
A Path to Serenity and Smart Money Choices

A Path to Serenity and Smart Money Choices

An article about meditation, mindfulness, and financial well-being.
Learn More

When Markets React

When markets shift, experienced investors stick to their strategy.
Learn More

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
Learn More

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
Learn More

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Get in Touch

Thank you!
Oops!