Our Services

High-end competencies. Middle-America ethics and values.

LMA is focused on full-service, comprehensive wealth management services. We combine the best of both worlds – the competence and sophistication of a large metropolitan firm with the personal care and discretion of a smaller, private organization. The breadth and depth of our capabilities are extensive. We combine these capabilities with a fierce independence, strong ethics and adherence to classic Middle-America values. We want our clients to be with us for decades, relying on us for all financial matters, big and small.

At LMA, full-service wealth management encompasses so much more than just investing. It requires the knowledge, experience and expertise to advise and provide guidance in these critical areas:

  • COMPREHENSIVE WEALTH PLANNING – LMA offers a wide range of comprehensive planning services for individuals, families, businesses and nonprofit organizations. Using advanced planning technology, we work closely with our clients to develop a comprehensive plan that addresses current and future needs. We then implement well-defined strategies for allocating, managing and distributing their wealth to address their lifestyle goals.
  • INDEPENDENT INVESTMENT MANAGEMENT – As a private, independent firm, we are free from the pressure of offering firm-based, proprietary products. Our advisors can explore a vast range of investment options to find what works best for their clients.
  • INNOVATIVE RETIREMENT PLANNINGMany Americans are concerned about having a financially secure retirement. For most individuals and couples, retirement is an important chapter in their life and planning for it can feel overwhelming.  For those looking to make a smooth transition, we can offer retirement planning processes specifically designed to help set attainable retirement and lifestyle goals. We work closely with you and, if desired, your tax and estate professionals to develop tax and financial strategies to address those goals and provide ongoing guidance so you can feel excited about your future.
  • RISK MANAGEMENT STRATEGIES – Although it is impossible to prevent or even anticipate them, unexpected emergencies can happen. We can perform a detailed risk management analysis for you or your business, review existing insurance policies (life, liability, medical, disability and long-term care) and provide independent recommendations or alternatives if needed. We can help you prepare to handle the unexpected.
  • SMALL BUSINESS and NONPROFIT SERVICES –  We work with small business and nonprofit organizations to develop strategies for addressing short and long-term financial needs. Our services include: Pension, Profit Sharing, 401(k) and other ERISA plans; Fundraising Consulting for charitable organizations; and Common Interest Property services. 
  • TRUST & PRIVATE BANKING SERVICES – Through our clearing firm we are able to provide our clients with access to credit and lending specialists offering an array of customized private banking services such as: cash management, credit and lending solutions.

To help our clients navigate some of these effectively, we have developed three comprehensive processes that we term the Success Solution series:

  1. Charitable Success Solution
  2. Retirement Success Solution®
  3. The Lifetime Success Solution®