LMA News and Events

LMA in the News

Wednesday, February 15, 2017
Ron Cropped

8:00 am – Registration & Breakfast
8:30 – 10:30 am – Program
Northern Virginia Chamber of Commerce
7900 Westpark Drive, Suite A550
McLean, VA 22102

How can donors greatly increase their after tax income from their IRA’s for both themselves and their heirs?  How will 2017 be the best year for certain charitable strategies?  Join E. Ronald Lara of Lara, May & Associates for this special presentation and learn how the forgotten Pooled Income Fund benefits the donor and the charitable organization.


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LMA Ranked by Financial Advisor Magazine
July 21, 2015

Lara, May & Associates, LLC has been ranked in Financial Advisor magazine’s RIA Survey & Ranking List for 2015.

Read More and View the Full List


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LMA Named to 2015 Financial Times 300 Top Registered Investment Advisors
June 18, 2015

Lara, May & Associates, LLC (LMA) is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisors, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S.

This is the second annual FT 300 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry.

“We are honored to be named to the list,” said LMA President, Ron Lara. “The Financial Times is regarded internationally as a top business news source and this inclusion means a lot to our firm.”

Read the Full News Release


LMA Wealth Advisor Lauren O’Brien Receives CFP® Designation
May 12, 2015

Lara, May & Associates (LMA) is pleased to announce that Wealth Management Advisor, Lauren O’Brien, has been designated a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner by the Certified Financial Planner Board of Standards (CFP Board). Ms. O’Brien, who also carries the CPA registration, has worked at LMA since 2013, when she joined her father, Steve, in founding the O’Brien Team, dedicated to family financial advisory services.

“We’re thrilled for Ms. O’Brien,” said LMA CEO, Charles Shaw. “It’s an accomplishment that sets her apart from many in our field and continues to build on a credibility and dependability her clients have come to expect.”

Read the Full News Release


LMA Joins First Clearing
April 22, 2015

First Clearing Correspondent Services (First Clearing) announced today that it has welcomed Lara, May & Associates, LLC (LMA) to its portfolio of quality client firms.

Established in 1981 by President E. Ronald Lara, CFP®, LMA is based in Falls Church, Va., with offices in Frisco, Colo. Since its inception, LMA has grown to become a well-respected independent wealth management firm in the Greater Washington, D.C., area. In 2015, the firm garnered a seat in the Washington Business Journal’s Book of Lists as one of the top Securities Brokers and Dealers in the area for a second year in a row.

Read the Full News Release


LMA Ranked in Washington Business Journal Book of Lists

November 15, 2014

Falls Church, VA – Lara, May & Associates (LMA) has been named to the 2014 Washington Business Journal Book of Lists. The annual publication provides rankings of the top area companies in their respective fields. Ranked under “Securities Brokers and Dealers,” LMA’s listing is based on 2012 year-end capital.

“The Book of Lists is known as a comprehensive resource of company rankings across all major industries,” said Charles Shaw, LMA’s CEO. “We’re very pleased to have our firm included.”

View PDF

Firm Updates

LMA Wealth Portal Logo 011014
The LMA Wealth Portal is an interactive wealth management tool. We continue to enhance our systems to better suit your needs. What does this means for you?

  • Interactive financial planning with your Advisor
  • Your own, personalized financial portal, which includes:
  • Personal website with 24 hour access to all of your financial information.
  • Account Consolidation- connect all your accounts for a consolidated view.
  • Education Center – a library of videos and resources to increase your financial knowledge.
  • Spend Tracking – know how much you are spending and where.
  • Budgeting Tools – set budgets to help you reach your savings goals.
  • Investments – interactive charts and detailed views provide you with increased visibility into your accounts.
  • Intraday Investment Updates

Ask your Advisor how to set up your LMA Wealth Portal or click here for the video presentation.

 

Upcoming Events

Fridays with Jack (FWJ)

Informative networking luncheons featuring guest speakers covering topics important to you! Hosted by our own Jack May, CFP®.  Now in its’s 16th year, Fridays with Jack are typically held once a month in either Tysons Corner or Falls Church, Virginia.

For information on the next session and to RSVP, contact Jack May at jmay@laramayllc.com or 703-761-3904.


The Community Foundation for Northern Virginia PROFESSIONAL ADVISOR SERIES presents:

“Pooled Income Funds: How Donors and Charities Profit”

Northern Virginia Chamber of Commerce
7900 Westpark Drive, Suite A550
McLean, VA 22102

Wednesday, February 15, 2017

8:00 am – Registration & Breakfast 

8:30-10:30 am – Program

How can donors greatly increase their after tax income from their IRA’s for both themselves and their heirs? How will 2017 be the best year for certain charitable strategies? Join E. Ronald Lara of
Lara, May & Associates for this special presentation and learn how the forgotten Pooled Income Fund can benefit the donor and the charitable organization.

RSVP to Tara Nadel at the Community Foundation for Northern Virginia with your questions.
tara.nadel@cfnova.org | (703) 879-7637