It’s great to be recognized as one of the top 100 RIAs (registered investment advisors) in the U.S., by Financial Planning (FP) magazine, an industry standard. FP’s list (in the Jan. 2015 issue) is comprised of fee-only investment advisors, such as LNWM. Fee-only means we do not get any commissions or other types of compensation from the investment advice and products we provide to clients.
LNWM stands out among fee-only investment advisors because we provide a wide array of wealth management services for one annual fee: investment management; trust and estate planning; cash flow and risk analysis; retirement planning; business strategies. In other words, we partner with our clients to manage their entire financial lives.