LM Group
The LM Group was founded on the principle of comprehensive, boutique financial management. As a family‑oriented practice, we understand that your loved ones are often at the center of every decision you make. We believe financial planning is about more than numbers, it’s about supporting the people, priorities, and values that shape your life. We’re here to provide not only modern, sophisticated financial strategies, but also the emotional support and proactive guidance clients need during life’s most meaningful moments.
As wealth grows, so does complexity. Evolving tax legislation, healthcare costs, Social Security decisions, economic trends, and multigenerational considerations all make financial decision‑making more demanding. For many families, navigating these moving pieces without thoughtful professional guidance can feel overwhelming.
That’s where we come in. As an all‑female advisory team, we are committed to helping clients bring order, clarity, and confidence to their financial lives. By leveraging the investment insights and resources of Merrill, along with access to Bank of America for banking, credit, and lending solutions, we provide a highly coordinated approach to wealth management. Our services may include customized banking and liquidity strategies, investment management, trusts and estate planning strategies, and ongoing guidance tailored to complex financial situations.
Life changes… sometimes gradually and sometimes overnight. Our ongoing commitment to training, education, and expanding our technical expertise ensures we’re prepared to help clients adapt with confidence and make informed, timely decisions. Together, our team holds advanced designations that support our work with highly complex and often uncommon financial circumstances, including:
- CERTIFIED FINANCIAL PLANNER® professional
- Chartered Retirement Planning Counselor™ (CRPC™) designee
- Certified Divorce Financial Analyst® designee
At the core of our practice is a structured, thoughtful, and reliable management process centered on goals‑based planning. We take a proactive approach designed to anticipate needs, simplify decisions, and provide clarity, often before questions even arise. Our management process focuses on financial planning, investment management, private banking, and ongoing guidance and accountability, allowing clients to move forward with confidence and purpose.
We believe strong relationships are built on transparency, responsiveness, flexibility, and perspective. When we connect with clients on their terms, we are able to serve as a trusted partner, helping them focus on what matters most and pursue the life they envision.
Our goal is simple: to help you make confident decisions today while building a thoughtful strategy for the future.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.
CDFA®, CFP®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
