Lepine Financial Advisors, Inc. offers personalized financial planning and wealth management services to individuals and families. As fiduciary advisors, they specialize in investment strategies, retirement planning, estate conservation, tax planning, and insurance solutions.
With over 30 years of experience, the firm emphasizes customized plans tailored to clients' unique financial goals and values.
Fiduciary advisors with 30+ years of experience
Team approach with diverse expertise
Customized financial planning for individual needs
Comprehensive suite of financial services
Services
Investment & Wealth Management
Customized investment strategies and fiduciary wealth management solutions
"Knowledgable, professional, and an extremely courteous team."
Frequently Asked Questions
What services do you offer? +
We offer investment and wealth management, retirement planning, estate planning, tax planning, insurance planning, pension plans, education planning, and long-term care planning.
Are you a fiduciary? +
Yes, we are fiduciary advisors who work solely for the benefit of our clients.
How long have you been in business? +
We have over 30 years of experience, with our president having 38 years of experience in financial planning.
What is your approach to financial planning? +
We use a team approach to provide diverse perspectives and create customized plans tailored to each client's unique needs.
Do you offer free consultations? +
Yes, we offer complimentary, no-obligation consultations.
What is your mission? +
We are dedicated to providing the highest quality financial advice, investments, and services to help families and businesses achieve financial success.
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