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About Us

Our Purpose

At LPF Financial Advisors, our advisors specialize in helping people prepare for and transition into retirement. We have a responsibility to be good stewards of our client’s wealth so they can focus on the things in life most important to them.

Those who may benefit from our services typically:

  • Desire a personal relationship rather than just being an "account"
  • Are open to objective advice and can implement actionable solutions
  • Want to simplify, streamline, and consolidate their financial lives
  • Have household incomes of $100K or more AND/OR
  • Current and Expected Retirement assets of $200K or more

Our guiding values mean:

  • We operate independently, focused on reducing conflicts of interest.
  • We commit to being open and honest in terms meant to build partnerships.
  • When our clients need service, it is every employee’s first priority.
  • We are on the cutting edge in services, technology and product offerings.
  • It is important we uphold a commitment to our community.

LPF Financial Advisors, Investment Advisory Services, Sarasota, FL

Knowledge is power. 

Knowledge is power. 

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. 

As financial professionals, we are committed to helping people just like you create solutions for their retirement. Once we understand values and goals, we'll work to develop a program that carefully balances your desired outcome.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards.  We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.

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