Each and every client is a member of our Lynnleigh and Company community. As such, we treat your personal future as if it were our own. Everything we do is based on a fierce commitment to the integrity of our client relationships and devotion to building your true wealth by providing financial planning, advice, and services for every corner of your life.
Client-Centered
One of life’s never-ending challenges is managing your financial well-being. But life is busy … overwhelmingly busy. And too often, understanding your financial picture feels like it demands effort and attention that never seems to end.
It’s a common frustration. Individuals are left with a muddled understanding of where their assets are and how their advisor is compensated for his or her services. You’re stuck with a nagging sense of feeling like you’re never getting a completely transparent explanation of your options.
LynnLeigh & Company is a different kind of financial firm. To say we take care of your financial well-being is very true. But it hardly tells the whole story. Everything we do — from delivering the holistic financial planning to connecting you to our coveted Relationship Portfolio — is all done through the lens of our caring, one-on-one relationship with you.
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BOLDLY TRANSPARENT
We will tell you up-front, exactly how much our services cost. Compensation is neither hidden nor incentivized by emphasizing products for kickback payments. It’s called fee-based compensation and you’ll start hearing more about it from more firms because they are being required to do so. But know this: we embraced this transparent, fee-based approach before it was mandated by the Department of Labor.
Approachable
Our office environment, financial tools, and client conversations are designed to respect and help you, not overwhelm or impress you to the point of intimidation. We want you to ask questions but more than that, we’ll help you understand what you don’t know to ask.
Moral Integrity
We have a moral obligation to do the very best we can to add tangible value, maximized benefits, and true wealth to your portfolio and future.
Hardworking
We are advocates for full-disclosure of advisor compensation and client respect. Anything less is a breech of honesty. These efforts are driven by a genuine act of caring and a belief that this is how the financial advisor industry should be run. That takes real effort but for us, it comes naturally.
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