For over two decades…

LAMCO has proven to be a loyal steward of our clients’ financial interests and ultimate success. Our focus is sharp, our mission is steady—we guide our clients towards the financial futures they envision for themselves and can feel secure in. Our strategy for delivering prudent advice and positive results is consistent and emphasizes independent counsel, highly-customized solutions and transparent service to create a truly unique client experience.

The LAMCO Client Experience

Past, Present And Future, Our Focus Remains The Same

Our history as financial stewards spans generations, but our focus has always remained on the most important piece of our proven process—our clients. LAMCO’s roots are firmly planted in helping our clients fulfill their objectives. Founded as a retirement plan consulting firm in 1974, by the mid 1980s, we began helping retirement plan fiduciaries fulfill their responsibilities through comprehensive and prudent planning.

In 1991, LAMCO Advisory Services, Inc. emerged as a committed partner for individuals seeking private wealth and investment consulting services. Today, as we have since our inception, we act as stewards of our clients’ objectives, ensuring our focus remains securely fixed on helping them achieve exactly what they want and need from their finances.

Meet Our Leadership