A tradition of quality advice and exceptional service
Founded in 1972 by Russ Lipsitz, L&M is a more than 60-person-strong, financial advisory firm serving thousands of clients across the country.
When he assumed the role of CEO, Russ’s son Gregg Lipsitz remained faithful to his father’s commitment to the people we serve and established a lofty and enduring goal: to become the only financial advisor our clients ever need by delivering the highest quality advice and service.
Today, Gregg’s vision continues to guide everything we do. We remain committed to always acting in your best interest and to making sure your financial plan and portfolio are designed to help you achieve your unique goals.
Our Services
Private Wealth Management
The Financial Advisors at L&M can help high-net worth investors navigate the complexities of financial markets.
Generational Wealth Planning
Whether it consists of valuable assets such as cash, real estate, securities or ownership of a family business, if you are looking to transfer wealth from one generation of your family to the next, L&M can help.
Retirement Accumulation and Distribution Planning
Our Financial Advisors can help you accumulate wealth for retirement and guide you through the distribution phase to help ensure you maintain your lifestyle.
Financial Planning
The Financial Advisors at L&M can help you make the most of your assets to ensure you meet your future goals.
Education Investment Strategies
Our Financial Advisors help identify the best college savings investments and ways to grow your money so you can effectively save for the costs of higher education.
Insurance Services
L&M offers a variety of insurance services for both individuals and business such as life insurance, disability insurance, long-term care insurance and key man insurance, to name a few.
ESG – Environmental, Social & Governance Investing
The Financial Advisors at L&M have access to products for investors that employ Environmental, Social and Governance factors.
Tax Services
L&M offers tax preparation services for individuals and businesses as well as assistance throughout the year by strategizing to reduce taxes and maximize savings.