Our industry is constantly evolving and filled with talented entrepreneurs looking to gain competitive advantages in the growing but limited marketplace. At LPA, we believe it is crucial to be on the cutting edge of technology and industry standards in order to appropriately service our clients to the elite standards we require of ourselves.

While there is no such thing as an ideal client, we have thoughtfully formed LPA to serve affluent families and individuals in all aspects of their financial well-being. 

At LPA we are beholden to the highest level of fiduciary responsibility, putting our client’s goals and needs above our own. We use the term thoughtful frequently.  Each decision, investment, and recommendation provided is thoughtful and always in the absolute best interest of our clients.