Reliable Experience. Honest Conversations. Real Partnership.
At LME Financial Planning, we bring over 20 years of financial planning experience and the backing of LPL’s High Net Worth team, so you get the personal attention of a boutique practice and the confidence of institutional support.
Why We Do Things Differently
After two decades working in the financial services industry, Jed launched LME Financial Planning with a clear mission: to deliver thoughtful, relationship-driven advice, without corporate noise or unnecessary complexity.
This is a firm where every client matters. Where conversations are honest, advice is tailored, and your long-term confidence always comes first.
We believe financial planning should leave you feeling more confident, not more confused. And this firm was built to reflect that: clear, steady, and always in your corner.
Meet Your Team
Jared W. Anderson CFP®, ChFC®
Founder & Financial Planner
Ashley Morse
Office Manager
High-Net-Worth Team
You’re Backed by a Full Team of Experts
While you’ll always work directly with me or Ashley, we’re not doing this alone, and neither are you.
Behind the scenes, we partner with LPL Financial’s High Net Worth team, a group of experienced attorneys, CPAs, and planning professionals who specialize in complex cases.
From advanced estate planning to tax strategy and business transitions, they bring an extra layer of insight when the stakes are high.
The result? You get the thoughtful attention of a small, committed team, with the deep resources of a larger institution when you need them most.
It’s the best of both worlds: personalized advice and institutional resources.
LPL Financial is the nation’s largest independent broker-dealer*, providing research, technology, and back-office
support for us to help you more effectively.
*As reported by Financial Planning magazine, 1996–2024, based on total revenue.
Let's Talk About What Matters Most to You
This page is about us, but the work we do is all about you. If you’re looking for real guidance from someone who’ll listen, plan with purpose, and treat your goals like they matter (because they do), we’d be happy to chat.