Broker Check


Question: Who is LPF Financial Advisors?

LPF Financial Advisors is a group of financial advisors and support team whose goal is to help bridge the gap between where you are now and where you would like to be financially. We have none of our own financial products, so we can give you completely objective, suitable advice.

Question: How do I start working with LPF Financial Advisors?

We understand that choosing a financial advisor could be a life changing decision and that everyone makes that choice in different ways. You may begin to learn more about what we do by:

  • Calling our office to request information or an introductory appointment
  • Requesting information or an introductory appointment via our website
  • Emailing us using
  • Attending one of our various retirement or investment workshops

Question: How is LPF Financial Advisors organized?

Our advisors and client service team work together to provide a "1st Class Service Experience." The client service team lends support to the advisors and handles all client questions and requests of a non-financial advice nature. 

Our Financial Advisors see new client appointments, conduct regular review meetings, manage investment portfolios, stay current on market conditions, give public workshops and consult with clients on various planning issues that arise.

Question: How do I know which department to ask for?

Anyone of our Client Service team can address your request or direct your call to the appropriate person.

If you have a question that only your advisor can answer and they are not available to speak with you, we always welcome the opportunity to address your needs through scheduled phone appointments if needed.

What happens to my money when I decide to work with your firm?

LPF Financial Advisors does not actually hold your money. Your accounts and investment dollars are held at large, well-established custodians and trust companies.

Our relationship is consultative. We don't expect you to give up control of your money. We advise you on your options and what we think is in your best interest. You make the final decision and we carry out the plan agreed upon together.

Question: How are our financial advisors compensated?

Our initial consultations are complimentary. We are independent and can choose to structure our compensation in many ways, but it usually falls into three general categories. First, we may receive a fee for our time in the development of a comprehensive financial plan. Second, we may receive commissions from companies that we place investments with such as mutual funds or insurance products. Third, we may receive fees for portfolio maintenance and management or trade commissions for individual securities. This topic is covered in-depth in our introductory appointments. Our clients and their advisor make compensation decisions together. All costs, fees and expenses are disclosed to clients before any solutions are implemented.