Experience a better way.

The LSIA Way.


Effective financial planning requires more than solely managing your investments. That’s why at LSIA we take a holistic approach.  Acting as your personal Chief Financial Officer, we work with you to integrate the many aspects of your finances to ensure they are aligned with the goal of building and protecting your wealth. We will orchestrate your investment, insurance and estate planning needs by working alongside other professionals, including your insurance agents, estate planning attorneys, accountants and business partners to ensure your entire personal economy is in order. That’s the LSIA Way.


The industry standard has been to measure your financial success relative to a generic stock market benchmark. At LSIA, we measure success by whether or not you accomplish your goals and enjoy peace of mind, rather than how your account performs compared to a benchmark. The percent return you earn is irrelevant if it doesn’t afford you the lifestyle and the future you envision. The customized financial plan we create together will measure your success in a way that actually impacts you and your family.  That’s the LSIA Way.


LSIA is owned and operated in a way that best serves you, not us. Unlike some, when we offer financial advice, you can be sure it is made with your best interest in mind. We focus on what’s right for you, period. You can have complete confidence knowing that any recommendation we make is unbiased. As a registered investment advisor, we are your fiduciary and we hold ourselves to the highest standard of care in the industry. That’s the LSIA Way.


  • Investment Planning
  • Retirement Income Planning
  • Socially Responsible Investing
  • Tax Minimization
  • Risk Management
  • Insurance Planning
  • Estate Planning
  • Charitable Giving
  • Generational Planning
  • College Savings
  • Spending/Borrowing Decisions

Our guidance. Your peace of mind.