For decades, financial planners and asset managers have developed a reputation with opaque bureaucratic structure, poor customer service, and incentive-based commissions. In an industry that requires trust, education and partnership, the reality is driven by aggressive sales tactics and apathy for objective success.

After years of fighting the system from within, we decided our industry deserved better and motivated ourselves to start a company that challenged the outdated ideals of the professional finance space. Some things just had to change.

LBW Wealth Management is built to provide financial growth and independence to our clients. We empower those who partner with us by serving as their true advocate and expert. We’re not afraid to challenge the norms, learn, and authentically tell you how it is. We changed the approach, rebuilt incentives, and developed a framework that puts you first.