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Personalized Planning, Backed by a Powerful Team.

Personalized Planning, Backed by a Powerful Team.

Independent financial planning with a small-town feel and high-touch support, backed by over 20 years of experience and a dedicated team.

Our Process

Our Process

Are we a good fit?

The planning process will help us determine if our approach and your expectations are aligned.  

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Our History

Our History

From the Great Financial Crisis through the Covid Crash, these years have prepared us to guide you through your life transitions.

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Helping You Make Sense of What’s Next

Helping You Make Sense of What’s Next

You’ve worked too hard to get boilerplate advice.


If you’re planning for retirement, facing a big transition, or suddenly in charge of a portfolio you didn’t expect, you don’t need buzzwords or a sales pitch. You need someone who communicates proactively, knows what it means to protect what you’ve built, and actually shows up when you call.


At LME Financial Planning, we keep it simple, personal, and honest. No flashy promises. No pressure. Just clear conversations, smart strategy, and a long-term partnership designed to grow with you.

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Are We the Right Fit?

We don’t work with everyone, and that’s by design.

Our clients aren’t chasing the next hot stock or trying to time the market. They’re looking for real guidance, honest conversations, and a long-term partner they can count on when life changes fast.

Most of the individuals and families we work with are:

  • Approaching or already enjoying retirement
  • Manageing a major transition like an employment change, business exit, inheritance, or advisor change
  • Looking for more than just a financial plan, but a trusted partner who puts them first

If that sound like you, you'll probably feel right at home here. 

Planning that Evolves with You

We’re not here to hand you a binder and wish you luck.
Your life changes, and your financial plan should, too. That’s why we focus on ongoing,
proactive support built around real conversations and clear next steps.

Here’s what that looks like:

Retirement Income Planning

A strategy for spending your money with confidence, not anxiety.

Investment Management

Personalized, tax-smart portfolios designed to support your goals.

Ongoing Financial Planning

Regular check-ins, updates, and answers when life throws you a curveball.

LPL High Net Worth Team Support

Behind-the-scenes access to estate attorneys, tax accountants, and planning specialists from the largest independent broker-dealer in the country*… without the hassle of managing them separately.

Coordination with Your Team

We work directly with your attorneys, accountants, and other professionals to keep everyone on the same page so nothing falls through the cracks.

With LME Financial Planning, you won’t have to chase answers, decode fine print, or wonder if you’re on track. We’ll check in, follow up, and walk with you every step of the way.

*As reported by Financial Planning magazine, 1996-2024, based on total revenue. 

Let's Talk Services

Why LME Financial Planning? 

We’re not trying to impress you with flash or jargon. What matters most is what you actually experience working with us, and our clients are pretty clear on what keeps them around:

  • Follow-through that's fast, accurate, and reliable
  • Straightforward communication (because no one likes financial fog)
  • Steady, independent guidance, especially when markets get noisy
  • The comfort of knowing their plan won't get lost in a sea of clients 

At the end of the day, clients want real advice, not a salesman. That's what we show up to deliver. And because we intentionally keep our client base selective, every relationship gets the attention it deserves. 

Let’s Talk About What’s Next

Let’s Talk About What’s Next

A great financial plan starts with a real conversation; one where you can ask questions, share concerns, and be heard.

Whether you're planning for retirement, navigating a life transition, or simply want a clearer picture of your finances, we’re here to help you feel confident in your financial plan.

No pressure. Just straightforward guidance, backed by experience and built around your goals.