Client Focused Financial Planning &

Investment Management

Client Focused Financial Planning & Investment Management

Our Services

We take the time to understand our clients’ goals and objectives and tailor specific strategies to accomplish these items. We look at all of a client’s assets, not only those managed by LFM Wealth Management, to provide a holistic investment approach. Understanding a client’s complete financial picture everything a client has allows us to determine what advisory services they need.

Portfolio Management

Our primary focus is providing clients with on-going, continuous investment management. We analyze existing portfolios and make recommendations to create a strategy guided by our client’s individual Investment Policy Statement. We recommend securities, buy and sell them and monitor their performance through the investing cycle.

For clients new to investing or with limited funds to dedicate to investing, we offer model portfolios. Our model portfolios are carefully constructed and constantly evaluated by our portfolio manager and staff. Each model client goes through our initial review process and is assigned to one of seven asset allocation model portfolios based on their investor type.

Financial Planning

Our financial planning services are an integral part of our clients’ portfolio management. We guide clients through the process of setting and achieving financial goals through all of life’s stages and make certain our clients fully understand the process. Whether planning for retirement, paying for an education or caring for an aging parent, we work with clients, their tax professionals and estate attorneys to develop effective financial strategies for their investments.

Our Services

We take the time to understand our clients’ goals and objectives and tailor specific strategies to accomplish these items. We review our client’s overall assets, not only those managed by LFM Wealth Management, to provide a holistic investment approach. Understanding a client’s complete financial picture allows us to determine what advisory services they need.

Portfolio Management

Our primary focus is providing clients with on-going, continuous investment management. We analyze existing portfolios and make recommendations to create a strategy guided by our client’s individual Investment Policy Statement. We recommend securities, buy and sell them and monitor their performance through the investing cycle.

For clients new to investing or with limited funds to dedicate to investing, we offer model portfolios. Our model portfolios are carefully constructed and constantly evaluated by our portfolio manager and staff. Each model client goes through our initial review process and is assigned to one of seven asset allocation model portfolios based on their investor type.

Financial Planning

Our financial planning services are an integral part of our clients’ portfolio management. We guide clients through the process of setting and achieving financial goals through all of life’s stages and make certain our clients fully understand the process. Whether planning for retirement, paying for an education or caring for an aging parent, we work with clients, their tax professionals and estate attorneys to develop effective financial strategies for their investments.

Our Approach

Our Values

LFM Wealth Management provides personalized and comprehensive financial planning and investment management services to our clients. 

What we don’t do

We are neither a broker nor custodian. Click here for further details on the services we do and do not provide.

Investment Process

Our primary focus is an asset allocation across a wide range of asset classes.

SRI/ESG Investing

First, what is this?

  • Sustainable, Responsible and Impact Investors (SRI) use Environmental, Social, and Governance (ESG) criteria in their investment decisions. This helps to mitigate risk, drive impact, and identify companies best positioned to create long term value. SRI has been called by many names: Sustainable, Responsible and Impact Investing; Socially Responsible Investing; and Values-Based Investing just to name a few.
  • ESG stands for Environmental, Social, and Governance; these factors can be, and are often, linked to each other. ESG values are used to quantify how a company scores within these three pillars.

Most SRI/ESG firms avoid investing in these types of companies:

  • Firearms
  • Tobacco
  • Gaming
  • Pornography
  • Weapons (including nuclear)
  • Landmines
  • For-profit prisons

We can deploy stock screens to include or avoid certain industries, lines of products or services, or actively search for new technologies that address a problem. We will tailor a portfolio to your SRI preferences.

We take the time to understand your goals and objectives and tailor specific strategies to accomplish these items. We review your overall assets, not only those managed by LFM Wealth Management, to provide a holistic investment approach. Understanding your complete financial picture allows us to determine what advisory services are needed. We work with you to align your money with your values.

View Chris’s background here with SRI/ESG portfolio management.

Contact Info

Your opinions are important to us. Whether it is a simple question or a valuable suggestion, we are here for you. You can call us by phone or email us directly.

LFM Wealth Management,

a member of Advisory Services Network, LLC

1525 East Franklin Street 1st Floor, Suite 5B
Chapel Hill, NC 27514

Get in Touch