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LNWM Among Top 150 RIAs in the US

LNWM has been named one of the top RIAs (registered investment advisors) in the US for 2021, by Financial Planning (FP), a leading news and information source for independent financial planners. The rankings are comprised of fee-only investment advisors, such as LNWM. Fee-only means we are paid solely by our clients; we do not accept commissions or other types of incentives to recommend one investment or strategy over another. This allows us to focus on doing what is best for each client, per our fiduciary duty.  

LNWM stands out among most fee-only investment advisors because we provide a wide array of integrated wealth management services including investment management; trust administration; estate planning; cash flow and risk analysis; retirement planning; business succession strategies. In other words, we partner with our clients to manage the entirety of their financial lives.

Disclaimer: LNWM is not affiliated with Financial Planning, did not provide any information to them or request to be included in their rankings (based on assets under management), and paid no fee for inclusion in the rankings.


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