LGG Financial
SEC RegisteredSave. Strive. Thrive.
About the firm
LGG Financial is a Private Family Wealth Office providing independent, unbiased advice tailored to each client's unique financial journey. As a Registered Investment Advisory firm, they are legally and ethically committed to acting in clients' best interest. Their small, experienced team takes a personal approach to wealth management, retirement planning, and estate strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, financial planning, retirement planning, investment planning, and estate consulting, provided on a fee-based fiduciary basis without commissions or product sales.
Who they serve
Individuals and families seeking personalized wealth management, retirement planning, and estate strategies, served through a small firm model emphasizing real relationships and personal attention.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 89 | $37M |
| High Net Worth Individuals | 152 | $520M |
| Charitable Organizations | 9 | $5.7M |
11 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of January 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LGG Financial has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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