Over three decades of experience, independence and high standards of transparency and excellence
Since the founding of Lara, May & Associates (“LMA”) in 1981, our mission has been simple, clear and unwavering: to provide our clients with comprehensive wealth management services; independent and transparent advice; as well as exceptional service, provided by a dedicated team of seasoned professionals. Wealth adds much complexity to life. Our goal is to help clients navigate and simplify those complexities, so they can focus their time and energy on the things they value the most.
While we are headquartered in Virginia, our clients span the U.S. and internationally. They include affluent individuals and families, businesses, pensions, foundations and professional associations. Our firm’s culture is focused on building long-term relationships by putting our client’s best interest first.
In 2007, Focus Financial Partners (“Focus”) recognized LMA’s impressive legacy with clients and extended an invitation for partnership. Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides expansive access to best practices, resources and continuity planning for its partner firms who service individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their entrepreneurial independence, while they benefit from the synergies, scale, economics and best practices of the partnership to achieve their business objectives.
The custodians for our client’s assets and accounts are large, well-recognized organizations. We offer the custodial services of First Clearing1, Charles Schwab, Fidelity/Morningstar, and TD Ameritrade. These organizations are independent from LMA and provide convenient 24/7 online account access. In addition, as a registered broker-dealer, we maintain a fully disclosed clearing relationship with First Clearing.
1First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.